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CA ARCserve Backup for

Windows

Agent for Microsoft Exchange Server Guide


r15
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■ CA Antivirus
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■ CA ARCserve® Backup Agent for Advantage™ Ingres®
■ CA ARCserve® Backup Agent for Novell Open Enterprise Server for Linux
■ CA ARCserve® Backup Agent for Open Files on NetWare
■ CA ARCserve® Backup Agent for Open Files on Windows

■ CA ARCserve® Backup Client Agent for FreeBSD


■ CA ARCserve® Backup Client Agent for Linux
■ CA ARCserve® Backup Client Agent for Mainframe Linux
■ CA ARCserve® Backup Client Agent for NetWare

■ CA ARCserve® Backup Client Agent for UNIX


■ CA ARCserve® Backup Client Agent for Windows
■ CA ARCserve® Backup Enterprise Option for AS/400
■ CA ARCserve® Backup Enterprise Option for Open VMS
■ CA ARCserve® Backup for Microsoft Windows Essential Business Server

■ CA ARCserve® Backup for Windows


■ CA ARCserve® Backup for Windows Agent for IBM Informix
■ CA ARCserve® Backup for Windows Agent for Lotus Domino
■ CA ARCserve® Backup for Windows Agent for Microsoft Exchange Server
■ CA ARCserve® Backup for Windows Agent for Microsoft SharePoint Server

■ CA ARCserve® Backup for Windows Agent for Microsoft SQL Server


■ CA ARCserve® Backup for Windows Agent for Oracle
■ CA ARCserve® Backup for Windows Agent for Sybase
■ CA ARCserve® Backup for Windows Agent for Virtual Machines

■ CA ARCserve® Backup for Windows Disaster Recovery Option


■ CA ARCserve® Backup for Windows Enterprise Module
■ CA ARCserve® Backup for Windows Enterprise Option for IBM 3494
■ CA ARCserve® Backup for Windows Enterprise Option for SAP R/3 for Oracle
■ CA ARCserve® Backup for Windows Enterprise Option for StorageTek ACSLS

■ CA ARCserve® Backup for Windows Image Option


■ CA ARCserve® Backup for Windows Microsoft Volume Shadow Copy Service
■ CA ARCserve® Backup for Windows NDMP NAS Option

■ CA ARCserve® Backup for Windows Serverless Backup Option


■ CA ARCserve® Backup for Windows Storage Area Network (SAN) Option
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Documentation Changes
The following documentation updates have been made since the last release of
this documentation:
■ Updated Introducing the Agent (see page 11) to include conceptual
information pertinent to all version of Microsoft Exchange Server.
■ Updated Installing the Agent (see page 17) to include agent deployment and
uninstallation information.
■ Added Browsing Microsoft Exchange Servers (see page 35).
■ Updated Performing Database Level Backups and Restores (see page 43) to
include Exchange Server 2010 information.
■ Updated Performing Document Level Backups and Restores (see page 87) to
include Exchange Server 2010 information.
■ Updated Using Best Practices (see page 121) to reflect Exchange Server
2010 information.
■ Updated Troubleshooting (see page 131) to reflect Exchange Server 2010
information.
Contents

Chapter 1: Introducing the Agent 11


Introduction .................................................................................. 11
Microsoft Exchange Server Description ......................................................... 11
How to Protect Different Parts of Your Exchange Server Organization ............................ 12
How the Agent Backs Up and Restores Exchange Server Data ................................... 13
How You Can Use the Agent to Perform Database Level Backups and Restores ................ 14
How You Can Use the Agent to Perform Document Level Backups and Restores ............... 15
Backup and Restore Limitations on Exchange Server Data ................................... 16
How the Agent Communicates With CA ARCserve Backup .................................... 16

Chapter 2: Installing the Agent 17


How to License the Agent ..................................................................... 17
System Requirements ........................................................................ 18
Installation Prerequisites ...................................................................... 18
Install the Agent for Microsoft Exchange Server ................................................. 19
Post-installation Tasks ........................................................................ 20
Configure the Agent for Database Level Backup and Restore ................................. 20
Configure the Agent for Document Level Backup and Restore ................................ 22
Create or Verify a Brick Level Account ...................................................... 27
Delete Trace Log Files ..................................................................... 30
Configure the Agent to Run on a Cluster ....................................................... 31
CA ARCserve Backup Agent Deployment ....................................................... 32
Uninstall the Agent for Microsoft Exchange Server .............................................. 33

Chapter 3: Browsing Microsoft Exchange Servers 35


Exchange Organization View .................................................................. 36
How Microsoft Exchange Server Organization Hierarchy Works ............................... 37
Enter User Accounts for Browsing the Exchange Organization ................................ 39
Add Remote Servers to the Systems Object ................................................ 40

Chapter 4: Performing Database Level Backups and Restores 43


How Database Level Backup Works ............................................................ 43
Database Level Backup and Restore Benefits ............................................... 44
Microsoft VSS Writer Requirements ........................................................ 45
Database Level Views in the Backup Manager .................................................. 45
Database Level Views- Exchange Server 2000/2003......................................... 45

Contents 7
Database Level Views - Exchange Server 2007 ............................................. 46
Database Level Views - Exchange Server 2010 ............................................. 47
Backup Agent Service Account Requirements for Database Level Backup and Restore ............. 48
Database Level Backup ....................................................................... 49
Database Level Backup Options by Version ................................................. 49
Database Level Global Options ............................................................. 50
Specify Backup Options for a Specific Database Level Backup Job ............................ 54
Perform a Database Level Backup .......................................................... 59
Database Level Data Restore .................................................................. 60
Database Level Restore Prerequisites ...................................................... 61
Database Level Restore Sets .............................................................. 61
Database Level Restore Options ........................................................... 63
Exchange Server 2000/2003 Database Level Restore Options ................................ 63
Exchange Server 2007 Database Level Restore Options ..................................... 66
Exchange Server 2010 Database Level Restore Options ..................................... 73
Database Level Restore Options Selection .................................................. 75
Selecting Database Restore Sources and Destinations ........................................... 77
How to Select Restore Source Objects ...................................................... 77
How to Select Restore Destinations ........................................................ 78
Supported Database Restore Destinations by Version ....................................... 78
Set the File System Path Manually When Restoring Data to a Windows File System ............ 81
Perform a Database Level Data Restore ........................................................ 83

Chapter 5: Performing Document Level Backups and Restores 87


How Document Level Backup Works ........................................................... 87
Document Level Backup and Restore Benefits .................................................. 88
Document Level Views in the Backup Manager .................................................. 89
Backup Agent Service Account Requirements for Document Level Backup and Restore ............ 91
Document Level Backup ....................................................................... 92
Complete Messaging Single Instance Storage ............................................... 92
Browsing Filter ........................................................................... 92
Document Level Backup Methods .......................................................... 93
Specify Document Level Backup Filters ..................................................... 96
Multiplexing During Document Level Backups ............................................... 97
Multistream Option........................................................................ 98
Perform a Document Level Backup ......................................................... 98
Activity Log Messages .................................................................... 100
Document Level Data Restore ................................................................ 101
Document Level Restore Sets ............................................................. 101
Document Level Restore Prerequisites ..................................................... 102
Configure Document Level Restore Options ................................................ 103
Document Level Restore Locations ........................................................ 106

8 Agent for Microsoft Exchange Server Guide


Perform a Document Level Restore........................................................ 113
How to Perform Brick Level Restores on Exchange 2000 and Exchange 2003 Systems ............ 115
Backup Agent Service Account Requirements for Brick Level Restore ........................ 115
Brick Level Data Restore ................................................................. 116
Brick Level Restore Prerequisites .......................................................... 116
Brick Level Restore Sets .................................................................. 116
Brick Level Restore Options ............................................................... 117
Perform a Brick Level Data Restore ....................................................... 118

Chapter 6: Using Best Practices 121


General Recommendations ................................................................... 121
Technical Resources...................................................................... 121
Logs in the Event Viewer ................................................................. 121
Installation Recommendations ................................................................ 121
Product Recommendations ............................................................... 122
Load Reduction .......................................................................... 122
Exchange Server Configuration Recommendations ............................................. 123
Circular Logging ......................................................................... 123
Transaction Log Space ................................................................... 123
Backup Recommendations ................................................................... 123
Online Backup Use ....................................................................... 124
Media Integrity .......................................................................... 124
Database Level Backup Strategies ........................................................ 124
Document Level Backup Strategies........................................................ 126
Document Level Backup and Restore Performance Tuning .................................. 126
Restore Recommendations ................................................................... 127
General Restore Strategies ............................................................... 127
Document Level Restore Strategies ....................................................... 127
Backup and Restore Test Strategies........................................................... 128
Using the Disaster Recovery Option with the Agent ............................................ 129

Appendix A: Troubleshooting 131


Activity Log ................................................................................. 131
I Cannot Determine How Much Space is Saved Using Complete Single Instance Storage .......... 132
I Cannot Determine if I Need to Perform a Database Level Backup .............................. 132
I Cannot Determine if I Can Perform a Database Level Backup at the Same Time as a Document
Level Backup ................................................................................ 133
I Cannot Determine the Purpose of the M Drive ................................................ 133
I Cannot Browse Mailboxes Under Document Level ............................................. 134
I Cannot Reply to eMails Sent from a Restored Mailbox......................................... 134
Exchange Server Errors ...................................................................... 135

Contents 9
Exchange Agent Does Not Display When You Browse the Server ............................ 135
Unable to Create the User Account, Create the Mailbox, or Finalize the Mailbox .............. 136
Authentication Errors Occur when Configuring the Brick Level Agent ........................ 137
VSS Errors Occur on Windows Server 2008 Systems ....................................... 140
CA ARCserve Backup Creates Duplicate Messages When Restoring Data ..................... 141
Information for Customer Support ............................................................ 141

Appendix B: Setting Up a Backup Agent Service Account 143


How to Set Up Your Backup Agent Service Account ............................................ 143
Backup Agent Service Account Requirements Overview ..................................... 144
Task Requirements ...................................................................... 144
Implementation Considerations ........................................................... 144
Set Up Your Backup Agent Service Account .................................................... 145
Create a Domain User on a Windows 2000 and 2003 Server ................................ 146
Create a Mailbox for Exchange 2000 and Exchange 2003 Server ............................ 147
Create a Domain User with a Mailbox for Exchange Server 2007 and 2010 ................... 149
Set Up Groups............................................................................... 151
Add Groups for all Versions of Exchange Server on a Windows Member Server ............... 152
Add Groups for all Versions of Exchange Server on a Domain Controller ..................... 153
Delegate Roles .............................................................................. 154
Delegate Roles for Exchange Server 2000 and 2003 on a Domain Controller or Member
Server .................................................................................. 154
Delegate Roles for Exchange Server 2007 on a Domain Controller or Member
Server-MSExchW ........................................................................ 156
Delegate Roles for Exchange Server 2010 on a Domain Controller or Member Server ......... 158
Additional Configuration Considerations ....................................................... 158
Member Server Considerations ........................................................... 158
Multiple Domain Considerations ........................................................... 158
Grant Additional Rights on Exchange 2000 Server .......................................... 159

Appendix C: Registering Cluster Resources 161


Register the Cluster Resources Manually ...................................................... 161

Appendix D: Using the Server Configuration Worksheet - Exchange Server


2000 and 2003 Systems 165
Worksheet .................................................................................. 166

Index 167

10 Agent for Microsoft Exchange Server Guide


Chapter 1: Introducing the Agent
This section contains the following topics:

Introduction (see page 11)


Microsoft Exchange Server Description (see page 11)
How to Protect Different Parts of Your Exchange Server Organization (see page
12)
How the Agent Backs Up and Restores Exchange Server Data (see page 13)

Introduction
CA ARCserve Backup is a comprehensive, distributed storage solution for
applications, databases, distributed servers, and file systems. It provides backup
and restore capabilities for databases, business-critical applications, and
network clients.

Among the backup agents CA ARCserve Backup offers is the CA ARCserve


Backup Agent for Microsoft Exchange Server.

The agent works with CA ARCserve Backup to back up and restore Microsoft
Exchange Server (Exchange Server) databases and mailboxes. The agent lets
you ensure that your messaging solution is reliable and secure.

The agent provides you with the following types of backup and restore
operations:
■ Database level
■ Document level

Microsoft Exchange Server Description


Microsoft Exchange Server is a centralized corporate messaging system that
enables you to manage electronic mail and other messaging tools for your
organization from a single location.

Chapter 1: Introducing the Agent 11


How to Protect Different Parts of Your Exchange Server Organization

How to Protect Different Parts of Your Exchange Server


Organization
The following CA ARCserve Backup agents and options can be used to protect
different parts of your Exchange Server organization:
■ CA ARCserve Backup Agent for Microsoft Exchange Server--Includes
Database Level and Document Level backup and restore. Database Level
backup and restore protects the Exchange Server database and logs.
Document Level backup and restore, which is only available with this agent,
eases and expedites many administrative tasks and maximizes flexibility by
offering the most granular level of restore.

■ CA ARCserve Backup Client Agent for Windows--Protects files and


system state, including Active Directory. It is important to protect Active
Directory when using Microsoft Exchange Server because it stores mailbox
and user information. CA ARCserve Backup Client Agent for Windows also
protects your domain controllers, which are equally as important to protect
as your Exchange Server.
■ CA ARCserve Backup Disaster Recovery Option--In the event of a
disaster, the CA ARCserve Backup Disaster Recovery Option recovers the
machine to the last full backup state.

Be aware of the following:


■ You do not need to install an email client on the Exchange server that you are
protecting. For example, Microsoft Outlook.
■ You do not need to install the CA ARCserve Backup Agent for Open Files on
the Exchange server that you are protecting. The Agent for Open Files is
beneficial when you want to protect files that are open or in use by active
applications. Because the CA ARCserve Backup Agent for Microsoft Exchange
Server is an application-specific agent, dedicated to protecting Microsoft
Exchange Servers, it offers a complete solution that encompasses all the
features offered by the Agent for Open Files.

12 Agent for Microsoft Exchange Server Guide


How the Agent Backs Up and Restores Exchange Server Data

How the Agent Backs Up and Restores Exchange Server Data


The Agent for Microsoft Exchange Server integrates with CA ARCserve Backup to
let you back up and restore Exchange Server databases and database
components (such as mailboxes). It also integrates with the Exchange Server's
backup and restore functions, enabling you to perform online backups.

The agent offers many benefits, such as:


■ Manage backups of Exchange Server databases, mailboxes, and public
folders from a remote location.
■ Perform online database backups and restores using Exchange Server's
backup and restore APIs.
■ Schedule Exchange Server backups using the Backup Manager.

Note: For Exchange Server 2000 and Exchange Server 2003, Exchange
Server streaming backup APIs are used. For Exchange Server 2007 and
Exchange Server 2010, Volume Shadow Copy Service (VSS) APIs are used.

■ Schedule Exchange Server backups using the powerful Backup Manager.


■ Back up to a wide array of storage devices.
■ Push agent technology
■ Multi-threading
■ Multi-streaming support
■ Enhanced cluster support (on Exchange Server versions prior to 2010)

The agent lets you perform the following types of Exchange Server backups and
restores:
■ Database level
■ Document level

More information:

How You Can Use the Agent to Perform Database Level Backups and Restores
(see page 14)
How You Can Use the Agent to Perform Document Level Backups and Restores
(see page 15)

Chapter 1: Introducing the Agent 13


How the Agent Backs Up and Restores Exchange Server Data

How You Can Use the Agent to Perform Database Level Backups and Restores

Using the agent to perform database level backup and restore, you can do the
following:

Exchange Server 2000 and 2003 Systems


■ Restore the system in disaster recovery scenarios.
■ Back up an Exchange Server system at the database-level.

For more information, see the topic, Exchange Server 2000/2003 - Database
Level Backup and Restore.

Exchange Server 2007 Systems


■ Restore the system in disaster recovery scenarios.
■ Back up an Exchange Server system at the storage group level; it cannot be
used to perform a more granular level of backup.
■ Back up from replication and back up from an active database.
■ Restore only individual databases and restore log files.

■ Restore data to its original location and alternate locations such as:

– Another Exchange server

– Another Storage Group

– Another Database

– Windows File System

Note: To enable recovery from older full and copy backups to the
current point in time, Exchange Server 2007 lets you restore the Log
component individually from full or copy backups.
■ With the use of a Recovery Storage Group, you can restore individual
mailboxes from a database level backup using advance filters.
Important! Every time you back up your Exchange Server, you should
perform a database level backup.

For more information, see the topic, Exchange Server 2007 - Database Level
Backup and Restore.

14 Agent for Microsoft Exchange Server Guide


How the Agent Backs Up and Restores Exchange Server Data

Exchange Server 2010 Systems


■ Restore the system in disaster recovery scenarios.
■ Back up an Exchange Server system at the database level.
■ Back up and restore mailbox database or public folder database from a
standalone server.
■ Back up and restore mailbox database or public folder database from a
Database Availability Group (DAG).
■ Restore to the original or an alternate location.

For more information, see the topic, Exchange Server 2010 - Database Level
Backup and Restore.

More information:

Backup and Restore Limitations on Exchange Server Data (see page 16)

How You Can Use the Agent to Perform Document Level Backups and Restores

This type of operation should be used for a granular level of backup and restore,
such as backing up individual folders, restoring individual messages. It should
also be used as a supplement to database level backups.

Document level backup and restore lets you:


■ Perform folder level backups and message level restores. Document level
backup supports advanced filtering during backup and offers advanced
configuration options.
■ Maximize performance and flexibility by supporting complete messaging
single instance storage, multi-threading, and by offering the most granular
level of restore.
■ Simplify many administrative tasks, such as auditing, migration, pruning,
and aging.
■ Back up many messaging objects including posts, tasks, notes, journal
entries, mail messages, events, appointments, meeting requests, and
contacts.

The agent provides you with additional capabilities such as:


■ Migration support
■ Job continuation

For more information, see the section, Performing Document Level Backups and
Restores (see page 87).

Chapter 1: Introducing the Agent 15


How the Agent Backs Up and Restores Exchange Server Data

Backup and Restore Limitations on Exchange Server Data

The following limitations affect backup and restore operations on Exchange


server data:

The CA ARCserve Backup Restore Manager lets you restore Exchange server
data based on the location of the source data (Restore by Tree) and by session
(Restore by Session). You cannot restore Exchange server data using any of the
following restore methods:
■ Restore by Query
■ Restore by Backup Media
■ Restore by Image/Serverless

Note: When you Restore by Tree, Search option is not supported.

How the Agent Communicates With CA ARCserve Backup

Communication between CA ARCserve Backup and the Agent for Microsoft


Exchange Server is accomplished through the following:
■ The agent is installed on the Exchange Server and facilitates all
communication between CA ARCserve Backup and the Exchange Server
database during backup and restore operations. In Exchange Server 2010
systems, the agent is installed on any mailbox server in a Database
Availability Group (DAG).

Note: Installation on all DAG mailbox servers is not required.

This includes preparing, retrieving, transmitting, interpreting, and


processing data packets that are sent back and forth across the network.
■ When CA ARCserve Backup starts to back up a database or database
component, it sends a request to the agent. The agent retrieves the data
from the Exchange Server and sends it to CA ARCserve Backup, where the
full database or the components are backed up to your storage media.

Similarly, the agent transfers database information when data is restored


from storage media.

16 Agent for Microsoft Exchange Server Guide


Chapter 2: Installing the Agent
The CA ARCserve Backup Agent for Microsoft Exchange Server can be installed
locally or remotely.

This section contains the following topics:

How to License the Agent (see page 17)


System Requirements (see page 18)
Installation Prerequisites (see page 18)
Install the Agent for Microsoft Exchange Server (see page 19)
Post-installation Tasks (see page 20)
Configure the Agent to Run on a Cluster (see page 31)
CA ARCserve Backup Agent Deployment (see page 32)
Uninstall the Agent for Microsoft Exchange Server (see page 33)

How to License the Agent


The CA ARCserve Backup Agent for Microsoft Exchange Server uses a
count-based licensing method. You must register a number of licenses equal to
the number of active Exchange Servers you wish to protect. You may install the
Agent on either the active or replica server. Apply licenses on the CA ARCserve
Backup Primary or Standalone Servers.

Examples: How to License the Agent

The following list describes typical installation scenarios:


■ Your environment consists of one Exchange Server. You must register one
Agent for Microsoft Exchange license and install the agent on the active
server. (There is no replica in this example.)
■ You wish to back up your Exchange Server 2010 system from a replica.
You've set up a Database Availability Group (DAG) to replicate one active
server to a passive node. You must purchase one Agent for Microsoft
Exchange license (number of licenses equals number of active servers). You
can install the agent on the passive node and back up your database from
that node. Or, you can install the Agent on the active node.
■ You have five active Exchange Server systems that you replicate to multiple
passive servers. You must purchase five licenses (number of licenses equals
number of active servers). You can install the Agent on all five active servers
or on as many replica servers as you need to replicate your environment.

Chapter 2: Installing the Agent 17


System Requirements

System Requirements
See the readme file on the installation disk for hardware and software
requirements for installing and running the agent. Check http://ca.com for any
updates to these requirements.

Installation Prerequisites
Before installing the agent, you must satisfy the following prerequisites listed
according to Microsoft Exchange Server version:

Prerequisite 2000 2003 2007 2010

Ensure your system requirements Yes Yes Yes Yes


meet the minimum requirements
needed to install the agent. For a list
of requirements, see the readme
file.

Ensure that you have Administrator Yes Yes Yes Yes


privileges.

Ensure that you know the name and Yes Yes Yes Yes
password of the machine you are
installing the agent on.

If you will be performing remote Yes Yes Yes Yes


backups, ensure that File and Printer
Sharing for Microsoft Networks is
enabled on the agent machine that
you will be backing up.

The NetLogon service must be Yes Yes Yes Yes


started to support pass-through
authentication of account logon
events for computers in a domain.

Ensure that the Microsoft Messaging No No Yes Yes


API and Collaboration Data Objects
1.2.1. is installed before you install
the Agent. You must perform this
task because the Agent requires the
Messaging API (MAPI) client libraries
to run properly and perform
document level backup operations.
Note: Microsoft Messaging API and
Collaboration Data Objects 1.2.1 is
not included with the Exchange

18 Agent for Microsoft Exchange Server Guide


Install the Agent for Microsoft Exchange Server

Prerequisite 2000 2003 2007 2010


Server installation.

If you are backing up or restoring No No No Yes


mailboxes, the Exchange RPC Client
Access Service must be running on
the same server hosting the backup
account's mailbox database.
The RPC Client Access Service of the
server configured as the client
access server role of the mailbox
database hosting the mailbox must
be running.

If you are backing up or restoring No No No Yes


public folders, the Exchange RPC
Client Access Service must be
running on the same server hosting
the public folder.

Install the Agent for Microsoft Exchange Server


Before you install the agent, consider the following:
■ You must install the agent on the server where you have Exchange Server
installed and on the local drives of all Exchange Servers.

Note: For Exchange Server 2010, you do not need to install the agent on all
mailbox servers in a Database Availability Group (DAG). Install the agent on
the standalone server or on the DAG member server where the Mailbox
Database will be protected.
■ If your Exchange Server has high CPU usage during normal operations, you
should have a separate server for the Backup Manager and should not install
it on the same server where you install the agent.

Chapter 2: Installing the Agent 19


Post-installation Tasks

■ When you install the agent, you should also consider installing the Client
Agent for Windows and the Disaster Recovery Option. The Client Agent
allows you to back up your System State and the Disaster Recovery Option
lets you recover the entire server in the event of a disaster.

Note: When you install the agent, the CA ARCserve Universal Agent is
installed. Because the agent uses push technology and shares the transport
layer with the Client Agent for Windows, you should see the Client Agents
Guide for more information about configuring network communication.
■ Remote installation is not supported on Exchange Server 2003 or on
Exchange Server 2007 cluster environments.
■ Do not install the Agent to servers filling the Exchange Server CAS or HUB
roles.

After you have reviewed the installation considerations, you can install the agent
using the standard installation procedure for all CA ARCserve Backup system
components, agents, and options. For information about installing CA ARCserve
Backup, see the Implementation Guide.

Post-installation Tasks
Before you can use the CA ARCserve Backup Agent for Microsoft Exchange
Server, you must complete the following post-installation tasks:
■ Configure the Agent for Database Level Backup and Restore (see page 20)
■ Configure the Agent for Document Level Backup and Restore (see page 22)
■ Create or Verify a Brick Level Account (see page 27)

Configure the Agent for Database Level Backup and Restore

This section describes how to configure the agent for database level backup and
restore on Exchange 2000 Server, Exchange Server 2003, Exchange Server
2007, and Exchange Server 2010 installations.

To configure the agent for database level backup and restore

1. From the Windows Start menu, select All Programs, CA, ARCserve Backup,
and Backup Agent Admin.

The CA ARCserve Backup Agent Admin dialog opens.

20 Agent for Microsoft Exchange Server Guide


Post-installation Tasks

2. From the drop-down list, select CA ARCserve Backup Exchange Server Agent
and click Configuration.
The Configuration dialog with the Exchange Database Level tab selected
opens.

Important! The options displayed on the Configuration dialog vary based on


the version of Exchange that you are using in your environment.

3. Specify the following options as necessary:

Note: The options listed below apply to Exchange 2000 Server, Exchange
Server 2003, Exchange Server 2007 and Exchange Server 2010 systems,
unless otherwise noted.

■ Backup Read Size--Do not change this value unless directed by a


trained CA Customer Support technician. This option specifies the
suggested buffer size to allocate for transferring data between the
Exchange Storage Engine (ESE) and the Exchange agent.

Note: This option does not apply to Exchange Server 2007 or 2010
systems.

■ Log Detail Level--Do not change this value unless directed by a trained
CA Customer Support technician. This option specifies the level of detail
on the debug trace and log in the log location you specify. The default
Debug Level value is 1 and the supported range is between 0 and 5.

■ Single log file size--This option specifies the maximum size of a single
log file. After the file reaches the specified maximum file size, a new file
is created.

Note: The default value for this option is 200 MB.

■ Max log files--This option specifies the maximum number of log files.
After the maximum number of log files reaches this value, the oldest log
file is deleted and a new log file is created.

Note: The default value for this option is 50.

■ Retry Counter--If an Exchange backup API error or time out occurs


while trying to retrieve data from the Exchange server, this option lets
you control the number of times you want to retry. The default Retry
counter value is 2 and the supported range is between 0 and 10.

■ Retry Delay--If an Exchange backup API error or time out occurs while
trying to retrieve data from the Exchange server, this option setting lets
you control the delay between retries. The default Retry Delay value is
20 and the supported range is between 0 and 60.

Chapter 2: Installing the Agent 21


Post-installation Tasks

■ Log Locations--Specifies the path to the log file.

■ Path for creating recovery storage group--If the Recovery Storage


Group (RSG) needs to be created during the restore operation, specify
the path to the RSG.

Note: This option affects only Exchange Server 2003 and 2007 systems.

■ Path for creating recovery database--If the Recovery Database


(RDB) needs to be created during the restore operation, specify the path
to it.

Note: This option applies to only Exchange Server 2010 systems.

4. Click OK.

The database level options are saved.

Configure the Agent for Document Level Backup and Restore

After you install the CA ARCserve Backup Agent for Microsoft Exchange Server,
you can configure performance and file location settings.

To configure the agent for document level backup and restore

1. From the Windows Start menu, select All Programs, CA, ARCserve Backup,
and Backup Agent Admin.

The CA ARCserve Backup Agent Admin dialog opens.

2. From the drop-down list, select CA ARCserve Backup Exchange Server Agent
and then click Configuration.

The Configuration dialog with the Exchange Database Level tab selected
opens.

3. Click the Document Level tab.

Note: The options displayed on the Configuration dialog vary based on the
version of Exchange Server that you are using in your environment.

22 Agent for Microsoft Exchange Server Guide


Post-installation Tasks

4. When the Configuration dialog opens, select the following settings as


required for your environment:

Note: The options listed below apply to Exchange 2000 Server, Exchange
Server 2003, Exchange Server 2007, and Exchange Server 2010 systems
unless otherwise noted.

■ Complete Messaging Single Instance Storage (Exchange Server


2000, 2003, and 2007) --This option checks to see if attachments,
message bodies and other components of messages have already been
backed up and then backs up only one copy. This eliminates the need to
back up each time the attachment and message are referenced. This can
significantly decrease the size of your backups.

Note: Although Exchange Server 2010 no longer uses single instance


storage, the Document Level Agent still supports backing up only one
copy of a message sent to different recipients.

No Single Instance Storage - Without Single Instance Storage, an


Exchange Server is scanned mailbox by mailbox, and copies of individual
message bodies and attachments are backed up as they arrive, without
any regard for data that may have been backed up already.

■ Back up Only Local Public Folder Documents--In Exchange Server,


public folders can include multiple public folder stores on many servers
across the organization. As a result, when you select to back up a public
folder, you could be backing up many public folder stores. To save time
and maximize performance, this option lets you exclude remote public
folder documents during public folder backups.

■ Number of Threads--This is the number of threads you want to use to


connect to MAPI per session. If you increase this number, it increases
performance, but also increases CPU utilization. The default Number of
threads value is 1.5 multiplied by the number of CPUs rounded down and
the supported range is between 1 and 64.

■ Thread Priority--This is the priority you want to set for your threads:
low, medium, or high. If you increase the priority, the operating system
increases the CPU cycles to the thread. If you increase the number of
threads in the Number of threads field, you should decrease the thread
priority to lessen the impact on your server.

Chapter 2: Installing the Agent 23


Post-installation Tasks

■ Maximum Backup Size--To allow an efficient flow of information


during backup, data is stored in a transition queue. This setting lets you
configure the size of this queue. The default Max queue depth value is
256 items and the supported range is between 32 and 1024.

■ Maximum Restore Size--This sets the threshold for memory that SIS
restores will use before saving objects to the temporary location you
specify. If the amount of cached SIS data exceeds this value, you can
increase the value to gain better performance. If the amount of cached
SIS data exceeds the value you select, the restore is not affected, but a
notification message appears in the activity log. The default Max Restore
memory value is half of your system RAM and the supported range is
between 32 and 1024.

■ Retry Counter--If a MAPI error or time out occurs while trying to


retrieve an object from Exchange Server, this setting lets you control the
number of times you want to retry. This is useful for when your backups
are competing with third-party applications or during periods of high
volume activity. If a MAPI error or time out occurs, the object is skipped,
but the backup continues and a notification message is displayed in the
log location you specify. The default Retry counter value is 1 and the
supported range is between 0 and 10.

■ Retry Delay--If a MAPI error or time out occurs while trying to retrieve
an object from Exchange Server, this setting lets you control the delay
between retries. This is useful when your backups are competing with
third-party applications or during periods of high volume activity. If a
MAPI error or time out occurs, the object is skipped, but the backup
continues and a notification message is displayed in the Log location you
specify. The default Retry Delay value is 0 and the supported range is
between 0 and 60.

24 Agent for Microsoft Exchange Server Guide


Post-installation Tasks

■ Log Detail Level--This sets the level of detail on the debug trace and
log in the log location you specify. The log detail level determines the
level of detail in the debug trace and log. This does not affect the level of
detail in the Activity Log in the CA ARCserve Backup Manager window.
The default log detail level value is 1 and the supported range is between
0 and 5. If you want to disable agent side logging, use 0. Otherwise, you
should always use level 1.

Important! Do not change this value unless directed by a trained CA


Customer Support technician.

■ Job Continuation Level--If a job fails to complete, this setting lets you
skip mailboxes and root public folders that already have been backed up
and continue the job from the point of interruption. This is especially
useful for continuing jobs in the case of a cluster failover. The default Job
Continuation Level value is 1 and the supported range is between 0 and
2. 0 disables job continuation, 1 continues makeup jobs only, 2
continues any interrupted jobs.

Note: Because job continuation begins the job at the point of


interruption and skips items that were already backed up in the original
job, you should ensure that the skipped items were backed up properly
in the original job and that they can be browsed from a restore view.

■ Skip Log Setting--At the end of each backup job, a summary of each
session is displayed in the Activity Log. If individual folders, messages,
and attachments are not backed up, by default, the details will be listed
in the skip log in the agent log directory. If you would rather view the
skip log information in the Activity Log or if you want to view it in the
Activity Log in addition to the skip log, this setting lets you configure the
location. The default Skip Log Setting value is 0 and the supported range
is between 0 and 2. 0 logs information to the skip log only, 1 logs
information to the Activity Log only, 2 logs information to both the skip
log and Activity Log.

Note: This skip log is also useful for tracking corrupt messages in an
Exchange Server.

■ Backup Additional User Properties--If you are using Exchange 2000


Server, Exchange Server 2003, Exchange Server 2007 or Exchange
Server 2010, this setting lets you back up a greater level of user
properties detail and determines what is restored when using the Create
user if not existing restore option.

Note: For more information on restore options, see Document Level


Restore Options.

If you do not enable this option, only the display name that is associated
with the mailbox is backed up. This is useful if you will be using this user
as a placeholder to perform an audit or test restore. If you do enable this
option, most additional properties, such as first name, last name, fax
number, and address information are backed up. This is useful for
migration, but will increase the backup time.

Chapter 2: Installing the Agent 25


Post-installation Tasks

■ Disable Purge Option--When a backup job is created using the time


based backup method, the Purge documents after backup option can be
enabled so that documents are automatically deleted after they are
backed up. However, since this option should be used with caution, you
can enable the Disable Purge Option as a safety feature to override the
purge and prevent an agent from pruning an Exchange Server.

■ Append To Restored Mailbox--During restore, if you want to create


duplicates of existing users and mailboxes in the same organization, you
must append a string to the user and mailbox names. Enter the string
you want to append in this field. Since the maximum character limit for
user and mailbox names on some systems is 20 characters, try to keep
the string short. If you do not want to create duplicates, leave this field
blank.

Note: This option must be used in conjunction with the Create mailbox if
not existing options. For information about Create mailbox if not
existing, see Configure Document Level Restore Options (see page 103).

■ Log Location--If you want to change your log location from the default
location, click Browse and select a new location.

■ Temp Location--If you want to change your temp location from the
default, click Browse and select a new location.

■ Allow Brick Level Restore--Select this option to restore brick level


backup data that was backed up using a previous version of the Agent
for Microsoft Exchange Server.

– Configure Brick Level Agent--This option lets you open the


Exchange Brick Level Agent Configuration dialog. If you selected the
Allow Brick Level Restore option, you can click this button to
configure the Brick-Level agent. To restore Brick Level backup data,
you must create or verify a Brick Level account. For more
information, see Create or Verify a Brick Level Account (see
page 27).

Note: This option does not apply to Exchange Server 2007 or 2010
systems.

5. Click OK.

The document level backup and restore options are saved.

26 Agent for Microsoft Exchange Server Guide


Post-installation Tasks

Create or Verify a Brick Level Account

To have the capability to restore brick level backups on Exchange 2000 Server
and Exchange Server 2003 systems, you must either create a new brick level
account or verify that an existing account meets the requirements for the backup
agent service account.

The following sections describe how to perform the following tasks:


■ Create a new brick level account
■ Verify an existing brick level account

To create a new brick level account

1. From the Windows Start menu, select Programs, CA, ARCserve Backup, and
click Backup Agent Admin.

The ARCserve Backup Agent Admin dialog opens.

2. From the drop-down list, select Agent for Exchange Server, and then click
the Configuration button.

The Configuration dialog opens with the Exchange Document Level tab
selected.

3. Select the Allow Brick Level Restore check box.

For more information, see Configure the Agent for Document Level Backup
and Restore. (see page 20)

4. Click the Configure Brick Level Agent button.

Note: The Configure Brick Level Agent button is not available on Exchange
Server 2007 or 2010 systems.

The Exchange Brick Level Agent Configuration dialog opens.

Chapter 2: Installing the Agent 27


Post-installation Tasks

5. Complete the following fields as required for your environment:

Mailbox

Specify a unique name for your mailbox. A unique name is a name that
does not exist in the organization as a subset of characters in another
mailbox name. For example, you cannot use the name Admin, if there is
a mailbox named Administrator in your organization.

Service Account

Specify a unique name for your Service Account.

Password

Specify a password. When entering the password, ensure that it meets


the length, complexity, and history requirements of the domain and
server you are restoring to.

Confirm Password

Confirm your password.

Domain of Account

Confirm your local domain name.

6. Place a check mark in the Create a new account check box and click Finish.

CA ARCserve Backup creates the mailbox in the first database of the first
storage group on the local machine. You can move this mailbox to any
mailbox database on the local server.

7. When the dialog opens confirming that your account has been added as a
member to the Administrators, Backup Operators, and Domain Admins
groups, click Yes, and then click OK.

The new brick level account is created.

To verify an existing brick level account

1. From the Windows Start menu, select Programs, CA, ARCserve Backup, and
click Backup Agent Admin.

The ARCserve Backup Agent Admin dialog opens.

2. From the drop-down list, select Agent for Exchange Server, and then click
the Configuration button.

The Configuration dialog opens with the Exchange Document Level tab
selected.

28 Agent for Microsoft Exchange Server Guide


Post-installation Tasks

3. Click the Configure Brick Level Agent button.

The Exchange Brick Level Agent Configuration dialog opens.

4. Complete the following fields as required for your environment:

Mailbox

Specify the name of your mailbox.

Service Account

Specify the name of your Service Account.

Password

Specify your password.

Confirm Password

Confirm your password.

Domain of Account

Confirm your local domain name.

5. Click Finish.

The existing brick level account is verified.

More information:

Configure the Agent for Document Level Backup and Restore (see page 22)

Chapter 2: Installing the Agent 29


Post-installation Tasks

Delete Trace Log Files

CA ARCserve Backup creates trace log files for backups and restores of Microsoft
Exchange Server data. Trace log files provide you with data that you can use to
debug problems that occur when performing document level and database level
backups and restores of Microsoft Exchange Server data.

By default, CA ARCserve Backup stores Microsoft Exchange Server trace log files
in the following directories on the Microsoft Exchange Server systems:
■ Database level backups:

C:\Program Files\CA\ARCserve Backup agent for Microsoft Exchange Server\DBLOG

■ Document level backups:

For Exchange Server 2000/2003

C:\Program Files\CA\ARCserve Backup Agent for Microsoft Exchange Server\LOG

For Exchange Server 2007/2010

c:\Program Files\CA\ARCserve Backup Agent for Microsoft Exchange Server\DocumentLevel\Log

Trace log files contain the file extension .trc.

Over time, many trace log files can consume a large amount of free disk space on
your CA ARCserve Backup server. To free disk space on your backup server, you
can configure CA ARCserve Backup to delete trace log files after a specified
period of time elapses.

To delete trace log files

1. Log in to the CA ARCserve Backup server and open Windows Registry Editor.

2. Do the following:

■ For database level backups, locate the following registry key:


HKEY_LOCAL_MACHINE\SOFTWARE\ComputerAssociates\CA ARCserve
Backup\ExchangeDBAgent\Parameters\AgentLogLife

■ For document level backups on Windows x86 systems, locate the


following registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\ComputerAssociates\CA ARCserve
Backup\ExchangeDocumentAgent\Parameters\AgentLogLife

■ For document level backups on Windows x64 systems, locate the


following registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\ComputerAssociates\CA ARCserve
Backup\ExchangeDocumentAgent\Parameters\AgentLogLife

3. Right-click AgentLogLife and click Modify on the pop-up menu.

The Edit DWORD Value dialog opens.

30 Agent for Microsoft Exchange Server Guide


Configure the Agent to Run on a Cluster

4. In the Value Data field, specify the number of days that you want to retain
the trace log files.

Note: The default value for AgentLogLife is 14.

Example:

The value specified for AgentLogLife is 14. The next time that you back up or
restore Microsoft Exchange Server data, the agent checks the trace log files
directory on the CA ARCserve Backup server and deletes trace log files that
were not modified in the last 14 days. With a value of 0, CA ARCserve Backup
will not delete trace log files.

Click OK.

The new value is applied.

Configure the Agent to Run on a Cluster


The following information does not apply to Exchange Server 2010 systems. For
the agent to properly perform document level backups on a cluster, the cluster
resource type CA ARCserve Backup Exchange Server Agent Notifier must be
registered and the resource instance type CA ARCserve Backup Exchange Server
Agent Notifier must be created.

The binaries for the cluster resource type are CAExCluRes.dll and
CAExCluResEX.dll. The installation procedure registers the cluster resource type
and creates the cluster resources instance for you automatically when you install
the agent on local nodes.

After the cluster resources are registered, you must specify a common location
for the check point file. This location should be accessible from all possible nodes
on which a virtual server can potentially run. This allows job continuation and
incremental and differential jobs to properly execute even if they fail over to a
different node. To set this destination, use one of the following registry keys:

Exchange Server 2000 and Exchange Server 2003 Systems

HKEY_LOCAL_MACHINE\SOFTWARE\ComputerAssociates\CA ARCserve
Backup\ExchangeDocumentAgent\Parameters
Value Name: <VirtualServerName>_ChkPath
Value Type: REG_SZ
Value Data: <Path>

Exchange Server 2007 Systems

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\ComputerAssociates\CA ARCserve
Backup\ExchangeDocumentAgent\Parameters
Value Name: <VirtualServerName>_ChkPath
Value Type: REG_SZ
Value Data: <Path>

Chapter 2: Installing the Agent 31


CA ARCserve Backup Agent Deployment

Example: Traditional Single Copy Cluster (SCC)

If virtual server EXVS1 is using drive g: as a disk resource to store data and
virtual server EXVS2 is using drive h: as a disk resource to store data, add the
following registry key on all nodes that are possible owners of these virtual
servers.

Value Name: EXVS1_ChkPath


Value Type: REG_SZ
Value Data: g:\CA\Temp

Value Name: EXVS2_ChkPath


Value Type: REG_SZ
Value Data: h:\CA\Temp

Example: Exchange Server 2007 Cluster Continuous Replication (CCR)

Find a server with a shared device that can be accessed from all possible nodes
of the virtual Exchange Server by the Exchange Server agent backup account
user.

Note: It is recommended that you use the server hosting the Majority Node Set
(MNS) quorum.

If the path on the shared device is \\ServerName\C$\CA\TEMP and the virtual


server name is EXVS1, add the following registry key on all nodes that are
possible owners of the virtual server.

Value Name: EXVS1_ChkPath


Value Type: REG_SZ
Value Data: \\ServerName\C$\CA\Temp

More information:

Register the Cluster Resources Manually (see page 161)

CA ARCserve Backup Agent Deployment


CA ARCserve Backup Agent Deployment can be used to install and upgrade the
CA ARCserve Backup Agent for Microsoft Exchange Server on remote hosts. For
more information, see the CA ARCserve Backup Administration Guide.

Agent Deployment does not support Exchange Server 2007 CCR, SCC, or
Exchange Server 2003 Cluster installations.

32 Agent for Microsoft Exchange Server Guide


Uninstall the Agent for Microsoft Exchange Server

Uninstall the Agent for Microsoft Exchange Server


Effective in this release, there is now only one entry for CA ARCserve Backup and
its related options and agents in the Windows Add/Remove Programs dialog.

Click Remove. A list of the installed CA ARCserve Backup products is displayed.


Select the products you wish to remove and then click Uninstall. The
uninstallation utility breaks dependencies in the correct order automatically.

Chapter 2: Installing the Agent 33


Chapter 3: Browsing Microsoft Exchange
Servers
You can view Exchange servers from:
■ The Exchange Organization View - All Exchange Server versions
■ The Windows Systems View - Exchange 2000, 2003, and 2007 Servers only

This section contains the following topics:

Exchange Organization View (see page 36)

Chapter 3: Browsing Microsoft Exchange Servers 35


Exchange Organization View

Exchange Organization View


The Exchange Organization View provides a central display of your entire
Exchange Organization. This lets you quickly find all the remote Exchange
servers in your environment rather than having to enter each of them manually
under the Windows Systems object or Preferred Shares/Machines object.

In the Exchange Organization View, the Exchange Server database objects are
organized in a hierarchy similar to the Exchange Server Manager.

Exchange Server 2010 systems are not shown under Windows Systems. They
are shown only under Exchange Organization.

Note: The Exchange Organization is always explicitly packaged. You must


repackage jobs if Exchange servers are added or removed from your
organization. For more information on packaging your jobs, see the
Administration Guide.

36 Agent for Microsoft Exchange Server Guide


Exchange Organization View

How Microsoft Exchange Server Organization Hierarchy Works

A Microsoft Exchange Server messaging system comprises several


administrative units, the largest of which is the organization. The organization
hierarchy varies depending on the version of Exchange Server you are using:

■ Exchange 2000 Server and Exchange Server 2003--In Exchange 2000


Server and Exchange Server 2003, the organization hierarchy includes
organizations, administrative groups, servers, and storage groups. The
organization is the highest level in the hierarchy and includes the entire
enterprise. An administrative group is a set of servers that share an
administrative security context. Each server in the administrative group can
have up to four storage groups. Each storage group includes up to five
database stores that can be mounted and dismounted independently. For
more information on the Exchange 2000 Server and Exchange Server 2003
organization hierarchy, see your Microsoft Exchange Server documentation.

Note: If you are using Exchange Server 2003 and want information on
performing Volume Shadow Copy Service backups, see the Microsoft Volume
Shadow Copy Service Guide.

■ Exchange Server 2007--In Exchange Server 2007, there are four


organization models:

– Simple Exchange organization

– Standard Exchange organization

– Large Exchange organization

– Complex Exchange organization

Note: For more information about Exchange Server 2007 organization


models, see the Microsoft TechNet web site.

Each Exchange mailbox server in the organization can have up to 50 storage


groups. In a non-replicated environment, each storage group can have up to
five database stores. In a replicated environment, each storage group can
have one database. Each database can be mounted and dismounted
independently.

Chapter 3: Browsing Microsoft Exchange Servers 37


Exchange Organization View

■ Exchange Server 2010--In Exchange 2010, storage groups are no longer


supported. A Database Availability Group (DAG) is a collection of up to 16
mailbox servers, where each server stores up to 100 mailbox databases. A
copy of a database can be stored on any server in a DAG. Some additional
changes in this version:

– Recovery Storage Groups have been replaced with Recovery Database

– Database names must now be unique across your organization

– All copies are located at the same paths

– Active Manager is required to mount a database and determines which


database is mounted

– All high availability configuration is performed post-setup

– Exchange Server 2010 server roles are supported by Windows Server


2008 with SP2 or later and Windows Server 2008 R2.

– Exchange Server 2010 and prior versions can be installed in the same
organization.

The concept of a Database Availability Group provides failover at database


level, rather than server level, and is transparent to end users. In a DAG,
only one copy of a database is active at any one time. CA ARCserve Backup
lets you choose to back up from active databases or replicas. DAGs can
include mailbox servers in separate physical locations, as well.

38 Agent for Microsoft Exchange Server Guide


Exchange Organization View

Enter User Accounts for Browsing the Exchange Organization

If you did not use Agent Deployment, CA ARCserve Backup opens a dialog that
prompts you to enter Active Directory server information when you browse the
Exchange Organization from the Backup Manager. The information you enter is
used to browse Exchange servers.

To add multiple Active Directory servers, click Add. To modify existing AD server
information, click Modify.

Chapter 3: Browsing Microsoft Exchange Servers 39


Exchange Organization View

You may add AD servers for different domains or that contain different Exchange
Server versions. Adding more than one AD server ensures browsing even when
one AD server is down. If there is more than one Exchange organization, all
mailbox servers for all organizations are included.

To refresh the organization, right-click Exchange Organization and select


Refresh from the shortcut menu.

User account requirements

The AD user account must satisfy the following conditions in order to browse the
Exchange organization:
■ It must be a Domain user
■ It must have at least "View-only Organization Management" role

Note: If you want to back up and restore data using the AD user account, the AD
user account must also satisfy the Database Level Agent and Document Level
Agent levels backup account requirements described in the following topics:
■ Backup Agent Service Account Requirements for Database Level Backup and
Restore (see page 48)
■ Backup Agent Service Account Requirements for Document Level Backup
and Restore (see page 91)

Add Remote Servers to the Systems Object

To view and manage remote Exchange Server 2000, 2003, and 2007 servers
with the Windows System view, you must first add them to the Windows System
object in the Backup Manager.

Note: Exchange Server 2010 systems are protected using only the Exchange
Organization view.

To add a remote server to the Windows Systems object

1. From the Quick Start menu on the CA ARCserve Backup Home Page, click
Backup Manager.

The Backup Manager window opens.

40 Agent for Microsoft Exchange Server Guide


Exchange Organization View

2. From the CA ARCserve Backup Manager window select the Source tab.
Right-click the Windows Systems object and select Add Machine/Object from
the pop-up menu.
The Add Agent dialog opens.

3. From the Add Agent dialog, enter the Host Name for the machine and either
enable the Use Computer Name Resolution option to automatically search
for the correct IP address each time you connect to this computer, or you can
enter a specific IP address.

Important! The machine that you are adding must be running and have the
Universal Agent started.

4. Click Add.

The machine is added to the Windows Systems object.

5. Repeat the previous two steps to add more remote Exchange Server systems
to your environment.

6. Click Close.

The remote agents are added to the Backup Manager, Windows Systems
object.

Chapter 3: Browsing Microsoft Exchange Servers 41


Chapter 4: Performing Database Level
Backups and Restores
Depending on the version of Microsoft Exchange you are protecting, the options
and procedures for backing up and restoring vary. Make sure of the following:
■ You are following the correct instructions before you begin. Topics in this
section are organized by Exchange Server version.
■ You have completed the required installation, post-installation and set-up
tasks. For more information, see the section, Installing the Agent. (see
page 17)
■ You know which backup options are available for your Exchange version and
how to set them. For more information, see the section, Understanding How
the CA ARCserve Backup Agent for Microsoft Exchange Server Works.

This section contains the following topics:

How Database Level Backup Works (see page 43)


Database Level Views in the Backup Manager (see page 45)
Backup Agent Service Account Requirements for Database Level Backup and
Restore (see page 48)
Database Level Backup (see page 49)
Database Level Data Restore (see page 60)
Selecting Database Restore Sources and Destinations (see page 77)
Perform a Database Level Data Restore (see page 83)

How Database Level Backup Works


Database level backup and restore protects the Exchange Server database files
and logs. It is the fundamental backup for your Exchange server, and you should
always use it regardless of whether you use one of the other granular backup
types. You can use database level backups to restore Exchange server data in
the event of a system failure, database corruption, or disaster recovery scenario.

Note: In addition to the full database backups that you perform during your
weekly backup strategy, you should perform full database backups after
installing service packs, after performing restores, and after changing the
Circular Logging setting on your Exchange server.

Chapter 4: Performing Database Level Backups and Restores 43


How Database Level Backup Works

Database Level Backup and Restore Benefits

Database level backup and restore offers many benefits, including:


■ Push Agent Technology--Database level backup uses push agent
technology to increase the efficiency of your backup jobs by processing the
data at the remote client workstations rather than processing it all from the
CA ARCserve Backup host server. This off loads the system resources from
the CA ARCserve Backup host server and minimizes network traffic.

■ Multi Streaming Support--Database level backup lets you take advantage


of the full capacity of multiple drives and high-speed RAID arrays capable of
fast concurrent backups to multiple tapes. It does this by partitioning
information into concurrent streams for parallel backups.

■ Enhanced Cluster Support-- (Exchange Server 2007) Database level


backup offers Active/Active and Active/Passive cluster support with cross
cluster node failover.

For database level operations on Exchange Server 2007 platforms, the agent
supports Cluster Continuous Replication (CCR) and Single Copy Cluster
(SCC) environments.

Note: For more information about installing the agent on a cluster, see
Configure the Agent to Run on a Cluster (see page 31).

■ Job Continuation-- If a job fails to complete, the makeup job continues


from the failed storage group (Exchange Server 2003, 2007) or the database
(Exchange Server 2010).

■ Replica Database Support--The agent can successfully back up replica


databases (LCR and CCR), given the replication is healthy. This capability
reduces the load on the active Exchange database. On Exchange Server
2010 systems, the agent can successfully back up replica databases in the
Database Availability Group (DAG).

More information:

Configure the Agent to Run on a Cluster (see page 31)

44 Agent for Microsoft Exchange Server Guide


Database Level Views in the Backup Manager

Microsoft VSS Writer Requirements

A shadow copy is created for each storage group (Exchange Server 2007) or
mailbox database (Exchange Server 2010) that you back up when you back up
systems using Microsoft Volume Shadow Copy Services (VSS).

To create the shadow copy, a volume shadow copy is created on each volume or
mount point that contains the system files, log files, or database files of the
storage group. The default initial size of the shadow copy storage area for the
VSS is 300 MB. You should therefore have at least 300 MB of free disk space
available on each shadow copy storage volume.

The size of the shadow copy storage area may increase when VSS creates
multiple shadow copies on the same volume concurrently. In this case, more
available free disk space is required to ensure that your backups are successful.

For more information, see Volume Shadow Copy Service Tools and Settings on
the Microsoft web site.

Database Level Views in the Backup Manager

Database Level Views- Exchange Server 2000/2003

Depending on your configuration, Microsoft Exchange Server – Database Level


appears in the Backup Manager under the following objects:
■ Windows Systems
■ Exchange Organization

When you expand the Microsoft Exchange Server - Database Level(IS) object,
you can view your local and remote Exchange servers. When you expand a
server, you can view the databases and their components that you can protect
using Database Level backup and restore:

Note: Microsoft Key Management Service (Exchange Server 2000 only) and
Microsoft Site Replication Service are optional and appear in the Backup Manager
only if you have them installed.

Chapter 4: Performing Database Level Backups and Restores 45


Database Level Views in the Backup Manager

In CA ARCserve Backup, the Microsoft Exchange Server - Database Level (IS)


object, Microsoft Site Replication Service object, and Microsoft Key Management
Service object includes up to four storages groups. Each storage group includes
up to five database stores.

Note: In a cluster environment, Exchange servers appear under the Exchange


virtual server objects.

More information:

Specify Backup Options for a Specific Database Level Backup Job (see page 54)

Database Level Views - Exchange Server 2007

Depending on your configuration, Microsoft Exchange Server – Database Level


appears in the Backup Manager under the following objects:
■ Windows Systems
■ Exchange Organization

The following diagram illustrates that when you expand the Microsoft Exchange
Server – Database Level object, you can view your local and remote Exchange
servers. When you expand a server, you can view the databases and their
components that you can protect using database level backup and restore
processes.

To set options for the respective databases, right-click the Microsoft Exchange
Server - Database Level object and select options from the pop-up menu.

46 Agent for Microsoft Exchange Server Guide


Database Level Views in the Backup Manager

Database Level Views - Exchange Server 2010

Effective with Microsoft Exchange Server 2010, any Exchange Server 2010
servers in your environment now appear under the Exchange Organization,
rather than under Windows Systems. Servers running versions of Exchange
Server prior to 2010 still appear under both Windows Systems and Exchange
Organization, no matter which version of the CA ARCserve Backup Agent for
Microsoft Exchange Server installed. If you select an Exchange server for backup
under Windows Systems and Exchange Organizations, your backup data is
duplicated.

When you expand the Exchange Organization object, you can view your
standalone servers and Database Availability Groups (DAG). When you expand a
server or DAG, you can see the databases and components you can protect using
Database Level backup and restore.

Note: Member servers in a DAG are not shown. Only master databases are
shown. Recovery Databases (RDB) are not shown.

Chapter 4: Performing Database Level Backups and Restores 47


Backup Agent Service Account Requirements for Database Level Backup and Restore

Backup Agent Service Account Requirements for Database


Level Backup and Restore
To perform database level backup and restore jobs, your backup agent service
account must meet the following criteria on the Exchange Server:

It must be:
■ A domain account.
■ A member of the Administrator group.
■ A member of the Backup Operators group.
■ (Exchange Server 2000, 2003 systems) Assigned the Exchange Full
Administrator role.
■ (Exchange Server 2007 systems) Assigned either the Exchange Organization
Administrator Role, or the Exchange Server Administrator Role.
■ (Exchange Server 2010 systems) Assigned the Exchange Organization
Management Role.

Notes:

For Exchange Server 2007

The service account needs to be assigned to Exchange View-Only Administrators


when you do not use the following options:
■ Allow databases of destination storage group to be overwritten
■ Dismount database before restore
■ Create Recovery Storage Group automatically

For Exchange Server 2010

The service account needs to be assigned only to the Exchange View-Only


Organization Management role when you do not use the following options:
■ Allow databases to be overwritten
■ Dismount databases before restore
■ Create Recovery Database automatically

If the database level backup service account has View Only-Organization


Management role privileges, the following property is not available: the list of
servers that have a copy of the database. This property is available when
Exchange Organization Management Role privileges are used.

48 Agent for Microsoft Exchange Server Guide


Database Level Backup

If you use the client agent with local account privileges to back up an Exchange
Server 2010 mailbox folder, the database files and transaction log files are
included in the backup job. These files are excluded only when backed up with a
domain account with at least Exchange View Only Organization Management
privileges.

Database Level Backup

Database Level Backup Options by Version

Backup options control how CA ARCserve Backup protects your data. The
following matrix lists the options available by Exchange Server version. For
descriptions of each agent, see the topic, Database Level Global Options (see
page 50). For information on using options with a specific version of Exchange
Server, see the related topics.

Options are applied at a global level by default. You can override global options
by right-clicking a database and choosing Agent Option from the shortcut menu.
Some of the following options are available only from the shortcut menu; they
are noted.

Exchange Exchange Exchange Exchange


Server 2000 Server 2003 Server 2007 Server 2010

Backup Methods

Use globally scheduled Custom yes yes yes yes


or Rotation backup method

Full Backup yes yes yes yes

Copy Backup yes yes yes yes

Incremental Backup yes yes yes yes

Differential Backup yes yes yes yes

Backup Sources

Use backup source specified in yes yes yes yes


global agent options (Agent Option) (Agent Option) (Agent Option) (Agent
Option)

Back up from active database no no yes yes


(Agent Option)

Back up from replica no no yes yes


(Agent Option)

Chapter 4: Performing Database Level Backups and Restores 49


Database Level Backup

Back up from active if there is no no no yes yes


healthy replica available (Agent Option)

Database Availability Group


Options

Choose replica server according no no no yes


to database copy activation
preference

Customize preference no no no yes


(Agent
Option)

Reset All no no yes yes


(Agent Option) (Agent
Option)

Agent Options are available only with this release of the CA ARCserve Backup
Agent for Microsoft Exchange.

Database Level Global Options

Effective with this release, you may set default backup options for all Exchange
Database Level backup jobs using the Global Options in the Backup Manager.
Setting default options is appropriate for bulk jobs because these settings apply
to all Exchange Server versions. You may override global options for a specific
database using local agent options. For more information, see the topic, Specify
Backup Options for a Specific Database Level Backup Job. (see page 54)

The following describes all options regardless of Exchange Server version. For
information on what options are available by server version, see the related
topics.

50 Agent for Microsoft Exchange Server Guide


Database Level Backup

To set database level global options, open the Backup Manager and click
Options. From the Global Options dialog, click the Agent Options tab. From the
list of available agents on the left, select Agent for Exchange Server - DB Level.

Backup Methods

Use globally scheduled Custom or Rotation backup method

(Enabled by default) This option backs up using the Backup Method


defined on the Schedule tab in the Backup Manager. You must disable
this option if you want to set a different backup method for Exchange
Database level backup jobs.

Chapter 4: Performing Database Level Backups and Restores 51


Database Level Backup

Note: If you do not disable this and select Custom Schedule on the
Schedule tab, there is no difference between the full (Keep Archive Bit)
and the Full (Clear Archive Bit) backup methods; they each function as
full backups.

Full Backup

(Enabled by default) This option backs up the entire database, including


the log files, and marks all log files that have been backed up in
preparation for a subsequent incremental or differential backup. The
backup operation then purges the committed log files.

Note: Always perform a full backup when running the agent for the first
time, after upgrading to a Service Pack, and after performing a restore.

Copy Backup

This option backs up the entire database, including the log files, but does
not mark the files as having been backed up. Use a copy backup if you
want to make a full backup of your data but do not want to disrupt any
existing incremental or differential backups.

Note: The log files are not truncated during a copy backup.

Important! If you select to back up only a mailbox store or public folder


store without dynamically selecting the entire storage group, the copy
backup method is automatically used so that the storage group's logs
are not affected.

Incremental Backup

This option backs up the log files that have changed since the last full or
incremental backup and marks them as backed up. The log files are also
truncated. When restored, the log files are applied to re-create the
database at the time of backup.

Differential Backup

This option backs up the log files that have changed since the last full
backup. The log files are not truncated. It does not mark them as backed
up.

Note: Microsoft does not support incremental or differential backups when


the Circular Logging feature is enabled. If you do not disable Circular Logging
and submit an incremental or differential backup job, the Agent
automatically converts the job to a full backup. If you submit an incremental
or differential job without first performing a full backup of the storage group
or database, the Agent automatically converts the job to a full backup. If you
perform an incremental or differential backup when an Exchange Server
joins or disjoins a (Microsoft Exchange Server 2010) Database Availability
Group (DAG), the job is converted to a full backup.

52 Agent for Microsoft Exchange Server Guide


Database Level Backup

Backup Sources (Exchange Server 2010 only)

Back up from replica

This option performs a backup job from a healthy replication.

Back up from Active Database if backup from replica fails

If there is no healthy replica available and this option is selected, the


backup job is performed from the active database. Otherwise, the job
fails.

Back up from Active Database

This option specifies the active database as the backup source.

Database Availability Group Options (Exchange Server 2010 only)

Choose replica server according to the database copy activation


preference (This option is set only from Agent Option.)

Select this option to instruct the agent to use the sequence in the
Exchange Server configuration to determine which server takes over in
the event of failure. You must indicate First or Last preferred activation
preference. Activation preference sequence can be configured using the
Exchange PowerShell command:

Set -mailboxdatabasecopy mdb1 -mailboxserver Exchange2010Server1 -activationpreference 1

To get the activation preference, use the following command:

get-mailboxdatabasecopy mdb1 | fl ActivationPreference

Customize server preference

Select this option to activate the Choose Exchange Servers button. From
the Choose Exchange Servers dialog, choose an Available Exchange
Server to use as a selected backup source. Change the sequence using
the direction buttons, as needed.

Chapter 4: Performing Database Level Backups and Restores 53


Database Level Backup

Specify Backup Options for a Specific Database Level Backup Job

When you submit a backup job, it uses Global Options by default. You can
override Global Options and set options for a specific Exchange Server object
using local agent options.

To set local agent options, right-click the Database Level Agent object (Microsoft
Exchange Server - Database Level), and select Agent Option from the shortcut
menu.

The Agent Option dialog opens.

For Exchange Server 2000/2003

To select a backup method at the storage group level, you have to explicitly
select the storage group's parent database object (Microsoft Exchange
Server - Database Level (IS), Microsoft Site Replication Service, or Microsoft
Key Management Service object).

54 Agent for Microsoft Exchange Server Guide


Database Level Backup

Note: For more information on explicit job packaging, see the


Administration Guide.

Select the backup method. For descriptions, see the topic, Database Level
Global Options (see page 50).

Use globally scheduled backup method: This option is enabled by default. If


you are using the current version of the CA ARCserve Backup Agent for
Microsoft Exchange Server, this option backs up the selected databases
using the backup method specified in Global Options. If you are using an
older Agent, enabling this option backs up the selected databases using the
backup method specified on the Schedule tab of the Backup Manager. You
must disable the option if you wish to set a different backup method for the
job. When disabled, you may specify:

– Full backup

– Copy backup

– Incremental backup

– Differential backup

For more information, see Database Level Global Options (see page 50).

For Exchange Server 2007

In Exchange Server 2007, you can set options for all storage groups using
the *Default* selection. See Database Level Global Options (see page 50)
for descriptions of the options.

Chapter 4: Performing Database Level Backups and Restores 55


Database Level Backup

Or, you can apply options unique to a specific storage group. Select a
storage group from the list on the left and clear the checkmark from Use
Default Option to activate additional settings. The settings you enable are
applied to only that storage group.

Important! If at least one storage group does not use the *default* backup
options, the Exchange database level backup source will be packaged
explicitly when it is selected dynamically. In this case, if you add or remove
storage groups from the Exchange server, you must repackage the jobs. For
information about packaging jobs, see the Administration Guide.

Reset All

The Reset All button resets the options selected back to the default settings
for all of your Exchange Server storage groups.

Specify a backup method and source according to the information in the


topic, Database Level Global Options (see page 50).

56 Agent for Microsoft Exchange Server Guide


Database Level Backup

For Exchange Server 2010

There are no storage groups in Exchange 2010. You can specify a backup
method for all databases using the *Default* selection.

Or, you can specify options that are unique to the selected database. Select
a mailbox database from the list on the left and then clear the checkmark for
Use Default Options to activate additional settings.

Chapter 4: Performing Database Level Backups and Restores 57


Database Level Backup

Important! If at least one database does not use the *default* backup
options, the Exchange Server database level backup source is packaged
explicitly when it is selected dynamically. In this case, if you add or remove
databases from the Exchange Server, you must repackage your jobs. For
more information about packaging jobs, see the CA ARCserve Backup
Administration Guide.

Reset All

The Reset All button resets the options selected back to the default settings
for all of your Exchange Server databases.

Specify a backup method and source according to the information in the


topic, Database Level Global Options (see page 50).

58 Agent for Microsoft Exchange Server Guide


Database Level Backup

Perform a Database Level Backup

Before you submit a database level backup job, make sure that the Exchange
server databases are mounted on your server and that the Microsoft Exchange
Information Store and the CA ARCserve Backup Universal Agent service are
running on your server.

Note: The following steps apply to all versions of Microsoft Exchange Server.

To perform a database level backup

1. From the CA ARCserve Backup Home Page, select Backup from the Quick
Start menu.

The Backup Manager window opens.

2. From the Backup Manager window, select the backup source (storage group,
or databases you want to back up).

3. (Optional) Right-click the backup source and select Agent Option to specify
any options unique to this job. These options override or are combined with
applicable Global Options. For more information, see the topic, Database
Level Global Options (see page 50).

Note: Always perform a full backup when running the agent for the first
time. This allows you to store a complete set of Exchange Server databases.

4. (Optional) Choose the desired server-side features such as CRC checking,


data encryption, or data compression. For more information, see the CA
ARCserve Backup Administration Guide.

a. From the Backup Manager window, click the Options toolbar button.

The Options dialog opens.

b. For CRC checking, select the Operations tab.

Enter a check mark in the Calculate and Store CRC Value on Backup
Media option and click OK.
c. For data encryption and compression, select the
Encryption/Compression tab.

Set Encrypt data - Select at Agent.

Set Session/Encryption password. You must provide a password to use


data encryption.

Set Compress data - Select at Agent.

d. Click OK.

5. Click the Destination tab and specify a backup destination.

Chapter 4: Performing Database Level Backups and Restores 59


Database Level Data Restore

6. Click the Schedule tab.

If you want to use a Custom Schedule, select a Repeat Method. If you want
to use a rotation scheme, select the Use Rotation Scheme option and set up
your scheme. For more information on scheduling jobs and rotation
schemes, see the online help or the Administration Guide.

Note: If you clear the check mark from the Use globally scheduled backup
method option on the Agent Options dialog, the options in the Backup
Method section on the Schedule tab do not apply. For more information, see
Database Level Backup Global Options (see page 50).

7. Click the Submit toolbar button.

The Security and Agent Information dialog opens.

8. From the Security and Agent Information dialog, ensure that the correct user
name and password are filled in for each object. If you need to enter or
modify a user name or password, click the Security button, make your
changes, and then click OK.

Note: Database security is first priority. If database security credentials are


not required, user security credentials take effect.

9. Click OK.

The Submit Job dialog opens.

10. From the Submit Job dialog, select Run Now to run the job immediately, or
select Run On and select a future date and time when you want the job to
run.

Enter a description for your job.

If you selected multiple sources to back up and want to set the priority in
which the job sessions initiate, click Source Priority. Use the Top, Up, Down,
and Bottom buttons to change the order in which the jobs are processed.
When you finish setting priorities, click OK.

On the Submit Job page, click OK to submit your job.

More information:

Specify Backup Options for a Specific Database Level Backup Job (see page 54)
Database Level Global Options (see page 50)

Database Level Data Restore


The following sections include information on the prerequisites you must meet
before you perform a restore, the features that the agent offers when restoring
from a Database Level backup, and the procedure for how to perform a restore.

60 Agent for Microsoft Exchange Server Guide


Database Level Data Restore

Database Level Restore Prerequisites

Before you restore data, and to prepare your Exchange server, you must
complete the following prerequisite tasks:
■ Dismount the restore destination databases.

Note: You can dismount databases automatically using the agent option,
Automatically dismount database before restore. For more information on
this option, see Database Level Restore Options (see page 63).

■ Enable This database can be overwritten by a restore.

Note: You can also enable this by using the agent option, Allow database to
be overwritten by restore. For more information on this option, see Database
Level Restore Options (see page 63).
■ Ensure that all required Exchange Server services are running on the
Exchange server.

■ Ensure the following requirements are met according to your version of


Exchange Server:

– For Exchange Server 2000, 2003 -- Ensure that the server you are
restoring to is configured exactly the same as the original server you
backed up from. If you are restoring to the original location, the
configuration is typically the same. Otherwise, use the worksheet in the
section, Using the Server Configuration Worksheet - Exchange Server
Systems to determine what needs to be identical. All fields in the
worksheet, except the Server Name field, must be the same when
restoring to an alternate location.

– For Exchange Server 2000, 2003, and 2007 -- Ensure that the
agent is installed on the same system as the Exchange Server and that
the CA ARCserve Backup Universal Agent Service is running on that
system.

Important! Do not use the tilde special character (~) in Storage Group
names or the Recover Storage Group job may fail.

– For Exchange Server 2010 -- Ensure that the agent is installed on the
same system as the Exchange Server that is to be used as the backup
source and that the CA ARCserve Backup Universal Agent Service is
running on that system.

Database Level Restore Sets

When you back up an Exchange Server 2000, 2003 or 2007 server, each storage
group you selected to back up is saved on media as an individual session. When
you back up an Exchange Server 2010 server, each database you selected to
back up is saved on media as an individual session. To restore an Exchange
server, you must restore all of the sessions that, when combined, completely
restore the backed up object. These sessions are called your restore set.

Chapter 4: Performing Database Level Backups and Restores 61


Database Level Data Restore

The number of sessions in your restore set depends on the backup methods you
used:
■ If you backed up using only the full backup method, your restore set includes
only this full session.
■ If you backed up using both full and incremental backups, your restore set
includes your full session and at least one, but up to as many incremental
sessions as you want to include. For example, in the following backup
scenario, your restore set can be full and incremental 1, full and incremental
1 and 2, full and incremental 1, 2, and 3, or full and incremental 1, 2, 3, and
4:
Full Incremental 1 Incremental 2 Incremental 3 Incremental 4

■ If you backed up using both full and differential backups, your restore set
includes your full session and one differential session. For example, in the
following backup scenario, your restore set can be full and differential 1, full
and differential 2, full and differential 3, or full and differential 4:
Full Differential 1 Differential 2 Differential 3 Differential 4

After you determine your restore set, the entire set must be selected when you
submit the restore job. When using the Restore by Tree method, select the last
incremental or differential session in your restore set and the agent will
automatically include the full session for you.

To select restore sets in the Restore Manager

1. From the CA ARCserve Backup Home Page, select the Restore Manager from
the Quick Start menu.

2. When the Restore Manager opens, select Restore by Tree in the drop-down
box below the Source tab.

3. Expand the server that has the Information Store that you backed up, select
the Information Store, Storage Group, or database object, and click the
Version History button.

The Version History dialog opens.

4. When the Version History dialog opens, highlight a session in your restore
set and click Select. If your restore set includes incremental and differential
backups, select the last incremental or differential backup in the set and the
agent will automatically include the full backup for you.

Note: The most recent backups are displayed at the top of the Version
History dialog.

5. Set your restore options, specify a destination, and submit the job.

Note: If you use Restore by Session rather than Restore by Tree, you must
repeat Steps 1 to 4 for each session in your restore set.

62 Agent for Microsoft Exchange Server Guide


Database Level Data Restore

Database Level Restore Options

When you create a restore job, you can specify restore options to customize the
job. The following topics describe the options available to each version of
Exchange Server.

Exchange Server 2000/2003 Database Level Restore Options


■ Automatically dismount database before restore--To prepare your
Exchange server before you restore, you must dismount the database stores
within all storage groups that you want to restore. To do this automatically,
enable this option. For information on how to dismount databases manually,
see Database Level Restore Prerequisites (see page 61).

■ Allow database to be overwritten by restore--Before you restore, to


prepare your Exchange server, you must allow each database store in the
Storage Groups you want to restore to be overwritten. To do this
automatically, enable this option. For information on how to do this
manually, see Database Level Restore Prerequisites.

■ Restore to Recovery Storage Group--Select this option when you want


to restore data to a Recovery Storage Group. (Applies to Exchange Server
2003 only)

Be aware of the following behavior:

– This option does not appear on the Backup Agent Restore Options dialog
when you protect with versions of the CA ARCserve Backup Agent for
Microsoft Exchange Server older than r12.

Be aware of the following limitations:

– If you are restoring Exchange Server 2003 database level sessions that
were backed using a previous version of the agent, you cannot explicitly
restore data to a recovery storage group using the Backup Agent Restore
Options dialog. For more information, see Prerequisite Tasks for
Restoring Recovery Storage Groups on Exchange Server 2003 Systems
(see page 65).

– If you performed a database level backup of an Exchange Server 2003


database using a previous version of the agent (for example, BrightStor
ARCserve Backup r11.1 or BrightStor ARCserve Backup r11.5), and then
upgraded the agent to CA ARCserve Backup r12 or CA ARCserve Backup
r12 SP1, you can specify the Restore old sessions to Recovery storage
group option on the Exchange Agent Configuration dialog. This option
lets the agent restore the data to the recovery storage group. For more
information, see Configure the Agent for Database Level Backup and
Restore (see page 20).

– You can restore one storage group to a Recovery Storage Group, per job.

– You cannot restore public folders to a Recovery Storage Group.

Chapter 4: Performing Database Level Backups and Restores 63


Database Level Data Restore

■ Commit after restore--Commits the database after the restore is


completed. If you are restoring a set, use this option only when you are
restoring the last backup in the set. If this option is not selected, the
database is left in an intermediate state and is not yet usable but is ready for
subsequent differential or incremental restores.

– Apply existing logs--If you enable this, both the existing logs and any
new logs that will be restored are applied together in sequential order
when the database is committed. If you do not select this, only the new
logs will be applied (existing logs are not applied).

Important! Do not use this option if the Exchange server that you are
restoring data to is not the Exchange server you backed up from, the
existing database is corrupt, or the new logs that will be restored are out
of sequence with the existing logs. If you enable this option and the
agent detects that logs are out of sequence, the agent automatically
disables the option to prevent the job from failing.

– Mount database after restore--Instructs Exchange Server to mount


the database after the restore is completed. If you would rather
manually mount your database, disable this option.

Note: If Exchange Server fails to mount the database, check the event
log for details. If you think Exchange Server failed to mount because of
existing logs on the server, repackage and run the restore without the
Apply existing logs option enabled.

– Wait for the database to commit--If you enable this, the agent waits
for Exchange Server to return the commit result before finishing the
restore. This may take a long time depending on the number of logs
Exchange Server is attempting to commit.

■ Temporary location for log and patch files--Sets a temporary location


on the Exchange Server machine to restore logs and patch files during the
restore process. The temporary location you select must be empty before
you restore and must have enough space for all the log files being restored.
After the database commits the logs and patch files, they are deleted.

Note: If you are restoring a series of full backups, incremental backups, or


differential backups, you must use the same temporary location for all
restore jobs.

More information:

Database Level Restore Prerequisites (see page 61)


Database Level Restore Options Selection (see page 75)
Configure the Agent for Database Level Backup and Restore (see page 20)

64 Agent for Microsoft Exchange Server Guide


Database Level Data Restore

Prerequisite Tasks for Restoring Recovery Storage Groups on Exchange Server 2003 Systems

To restore a Recovery Storage Group on Exchange Server 2003 systems using a


version of the agent that pre-dates CA ARCserve Backup r12 (for example,
BrightStor ARCserve Backup r11.5), you must perform the steps that follow
before you submit the restore job.

1. From the Backup Agent Restore Options dialog, clear the check mark next to
the options that follow:

■ Automatically dismount database before restore

■ Allow database to be overwritten by restore

2. On the Exchange Server system, create a Recovery Storage Group.

Add the mailbox databases that you want to restore to the Recovery Storage
Group.

Dismount the newly created database in the Recovery Storage Group.

Right-click the newly created database and click Properties on the pop-up
menu.

The <Mailbox_Name> Database Properties dialog opens.

3. Click the Database tab and ensure that This database can be overwritten by
restore is specified.

After you complete the above steps, you can restore the Recovery Storage
Group.

Chapter 4: Performing Database Level Backups and Restores 65


Database Level Data Restore

Exchange Server 2007 Database Level Restore Options

The Backup Agent Restore Options dialog displays the default options for a full
backup session.

Note: For full backup sessions, the option, Automatically restore necessary
previous sessions for incremental and differential restore, is disabled by default.
For incremental and differential backup sessions, the option is selected and
enabled by default.

Automatically dismount databases of destination Storage Group before


restore--To prepare your Exchange server before you restore, you must
dismount the database stores within all storage groups that you want to restore.
To do this automatically, enable this option. For information on how to dismount
databases manually, see Database Level Restore Prerequisites.

Allow databases of destination Storage Group to be overwritten--Before


you restore, to prepare your Exchange server, you must allow each database
store in the Storage Groups you want to restore to be overwritten. To do this
automatically, enable this option. For information on how to do this manually,
see Database Level Restore Prerequisites.

66 Agent for Microsoft Exchange Server Guide


Database Level Data Restore

■ Automatically restore necessary previous sessions for incremental


and differential restore--This option applies to incremental and
differential sessions only.

– When you enable this option for incremental session restores, the last
full backup session and necessary incremental backup sessions will be
restored in sequence.

– When you enable this option for differential session restores, the last full
backup session will be restored before restoring the selected session.

■ Restore to Recovery Storage Group--This option lets you restore the


databases to the Recovery Storage Group (RSG). When you select this
option you can specify a path to the RSG using the Backup Agent Admin
utility. Through the Backup Agent Admin, the agent creates a subdirectory to
the path specified for the RSG labeled as follows:

\RSG_<Original SG Name>

The variable <Original SG Name> represents the name of the source storage
group.

Notes:

– For more information about using the Backup Agent Admin to specify the
path for the RSG, see Post-installation Tasks on Exchange Server 2007
Systems.

– If the RSG already exists in a different path, or the existing RSG


represents a different storage group, the agent removes the existing
RSG and recreates it for the destination storage group.

– The contents of the subdirectory ―\RSG_<Original SG Name>‖ will be


emptied before the agent creates the Recovery Storage Group.

Last Backup Set Options


■ Run recovery after restore--Enable this option when you want to run
recovery after the restore is completed.

– If you are restoring a set, use this option only when you are restoring the
last backup in the set.

– If this option is not selected, the database is left in an intermediate state


and is not yet usable but is ready for a subsequent differential or
incremental restore.

– If you are restoring data to its original location, all of the existing logs will
be played back into the database during the recovery process. This
process ensures that the databases will be restored to the current point
in time. However, if the existing logs are corrupt or not in sequence, the
recovery will fail.

Chapter 4: Performing Database Level Backups and Restores 67


Database Level Data Restore

Note: If you want to restore the storage group to the point of the last
backup, you can use the Restore files to their original location restore
method and do the following:

1. Dismount all of the databases in the storage group.

2. Delete or move the existing log files and the .chk file for the storage
group to a different location.

3. Restore the storage group using the Run recovery after restore option.

4. Perform a full backup of the storage group.

Note: To ensure that subsequent differential and incremental backups


are properly sequenced with the last full backup, you must perform a full
backup of the storage group at this time. If you do not perform a full
backup at this time, your attempts to restore the subsequent differential
and incremental backups will fail.

■ Mount database after restore--Instructs Exchange Server to mount the


database after the restore is completed. If you would rather manually mount
your database, disable this option.

■ Restore selected mailboxes to live database from Recovery Storage


Group--You can enable this option only if the Restore to Recovery Storage
Group option is selected. This option lets you browse the restore source
down to the mailbox level and select individual mailboxes as the restore
source. When you restore data with this option enabled, the agent restores
the entire database to the recovery storage group (RSG), and then restores
the selected mailboxes to their original mailbox location from the RSG. The
original mailbox is the mailbox that contains the same GUID as the source
mailbox.

You can also use this option with respect to Dial Tone restore strategies for
disaster recovery on Exchange systems. Dial Tone restore is a process that
lets you restore email service to users quickly and then restore the users'
previous data. For more information about Dial Tone restore strategies, see
the Microsoft TechNet web site.

For more information, see How to Select Restore Source Objects (see
page 77).
■ Advanced Options--When you click this button, the Restore Mailbox
Options dialog opens.

Important! The Advanced Options button is available only if the Restore


selected mailboxes to live database from Recovery Storage Group is
selected.

68 Agent for Microsoft Exchange Server Guide


Database Level Data Restore

Advanced Options

The Restore Mailbox Options dialog contains three properties sheets that let you
configure advanced options that apply to how CA ARCserve Backup restores
mailboxes. From the Restore Mailbox Options dialog, you can perform the
following tasks:
■ Configure Restore Options
■ Configure Folder Filters
■ Configure Message Filters

Restore Options

The Restore Options properties sheet contains the following fields:

■ Global Catalog Server Name--The name of the global catalog server


to use for searching for the target mailbox.

Note: If you leave this field blank, the default global catalog server will
be used.

■ Maximum number of bad items--Specifies the number of corrupted


items in a mailbox to skip before the exporting mailbox operation fails.
The default value is 0.

■ Maximum number of threads--Specifies the maximum number of


threads to use for the restore. The default value is 4.

■ Target Folder--Identifies the mailbox folder to which all data will be


restored.

Notes:

– If you specify a target folder, all other folders will remain unchanged.

– If you do not specify a target folder, all data is restored to its original
location.

– If you are restoring messages to their original folder, CA ARCserve


Backup will not restore messages that exist in their original folder.

Folder Filters

The Folder Filters properties sheet contains the following fields and buttons:

■ Choose Filter Type--Specifies whether you want the specified folders


to be excluded or included during mailbox export.

■ Full path of folder for filtering--Specifies the list of folders to include


or exclude during the mailbox export.

■ Specify a path--Specifies the path of the folder filter.

Chapter 4: Performing Database Level Backups and Restores 69


Database Level Data Restore

Note: All folder paths must be preceded by the backslash "\" character.

■ Add a path--Click Add to add the specified folder to the folder list.

Note: To remove a folder from the folder list, select the folder from the
list and then click Remove.

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Database Level Data Restore

Message Filters

The Message Filters properties sheet contains the following fields and
buttons:

Keywords
You can filter messages using a keyword contained in the subject, content,
and the attachment file name. Click Add to add the keyword to the keyword
list. To remove a keyword, select the keyword and then click Remove.

■ Subject filters--Specifies the keyword filters for subjects of items in the


source mailbox. This filter will find the search string even if it is part of a
word.

Chapter 4: Performing Database Level Backups and Restores 71


Database Level Data Restore

Note: This filter is not a whole-word search.

■ Content filters--Specifies the keyword filters for the message bodies of


items in the source mailbox. This filter will find the search string if it is
part of a word.

Note: This filter is not a whole-word search.

■ Attachment filters--Specifies the keyword filters for attachment file


names of messages in the source mailbox. If an Attachment filter string
matches a word or part of a word in one of the message attachment file
names, the message will be restored.

Note: Keyword filters for messages can be classified as include filters. Filters
of this type let you restore only the messages that satisfy the filter search
criteria. Therefore, if the filter search criterions for subject, content, and
attachment filters are all satisfied, the message will be restored.

Start Time and End Time

Specifies the start date (and time) and end date (and time) of messages that
you want to filter and export from the source mailbox. Only messages in the
mailbox with received dates that are after the start date and before the end
date will be exported. The start date must precede the end date.

Locale

Use the Locale filters to specify source message locale. Only messages with
the specified locale are restored.

72 Agent for Microsoft Exchange Server Guide


Database Level Data Restore

Exchange Server 2010 Database Level Restore Options

The Backup Agent Restore Options dialog displays additional options for
Exchange Server 2010. The options selected here are the default options for all
a full backup session.

The options are similar to those for Exchange Server 2007, with the following
differences to support Exchange Server 2010:

Restore to Recovery Database

This option lets you restore data to the recovery database. It is disabled
when restoring public folders because public folders cannot be restored to
the recovery database. If you enable this option, you are prompted at job
submission to create a new recovery database or select an existing one.

When the Restore to Recovery Database option is enabled, you can choose
to restore to existing Recovery Databases or let the Agent create Recovery
Databases at the location you specify.

When you are restoring a mailbox database to a Recovery Database in


Database Availability Group (DAG) environments, you are prompted to
choose a physical node, and to choose whether to create or overwrite an
existing RDB.

Chapter 4: Performing Database Level Backups and Restores 73


Database Level Data Restore

Restore log files only

This option is available for full and copy backup sessions only. It is not
selected by default.

Advanced Options -- Message Filters

The Message Filters properties sheet contains the following fields:

Subject filters

Use Subject filters to specify the keyword filters for subjects of items in
the source mailbox. This filter finds the search string if it is part of a
word. Subject filters are not whole-word searches.

Content filters

Content filters specify the keywords for message bodies and


attachments of items in the source mailbox. This filter finds the search
string if it is part of a word. Content filters are not whole-word searches.

Sender filters

Use the Sender filters to specify the keyword for messages in the source
mailbox sent by a specific person.

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Database Level Data Restore

Attachment filters

Use Attachment filters to specify the keywords for attachment file names
of messages in the source mailbox. If an Attachment filter string
matches a word or part of a word in one of the message attachment file
names, the message is restored.

All Content filters

All Content filters specify the keywords for the subject, message bodies
and attachments of items in the source mailbox and finds search strings
if they are part of words.

Recipient filters

Use the Recipient filters to specify keywords for messages in the source
mailbox sent to a specific individual.

Start and End Times

Use the Start and End Time filters to specify the start date or time and
end date or time of messages that you want to export from the source
mailbox. Only messages in the mailbox received after the start date and
before the end date are exported. Start dates must precede end dates.

Locale

Use the Locale filters to specify source message locale. Only messages
with the specified locale are restored.

These filters can be classified as Include filters. Include filters let you restore
only the messages that satisfy the filter search criteria.

Database Level Restore Options Selection

When to use these options depends on your restore set. The following tables
describe when to use each restore option. If you restore using the Restore by
Tree method, the correct restore options are automatically applied for you. If you
restore data using Restore by Session, use the following information to
determine when to use each option.

If your restore set contains incremental backups:

Type Full Intermediate Last


Incremental Incremental

Apply existing logs N N Y/N


(2000/2003)

Commit after N N Y
restore
(2000/2003)
Run Recovery

Chapter 4: Performing Database Level Backups and Restores 75


Database Level Data Restore

Type Full Intermediate Last


Incremental Incremental
after restore
(2007/2010)

Mount database N N Y/N


after restore

If your restore set contains differential backups:

Type Full Differential

Apply existing logs N Y/N


(2000/2003)

Commit after restore N Y


(2000/2003)
Run Recovery after
restore (2007/2010)

Mount database after N Y/N


restore

If your restore set is a full backup:

Type Full

Apply existing logs Y/N

Commit after restore (2000/2003) Y


Run Recovery after restore
(2007/2010)

Mount database after restore Y/N

76 Agent for Microsoft Exchange Server Guide


Selecting Database Restore Sources and Destinations

Selecting Database Restore Sources and Destinations

How to Select Restore Source Objects

The method that you use to select the source that you want to restore depends
on the methods used to back up the sessions.
■ Select individual mailboxes from Full and Copy Backups --
(Exchange Server 2007, 2010 only) If the option, Restore selected
mailboxes to live database from Recovery Storage Group or Recovery
Database, is selected, you can browse the restore source down to the
mailbox level and select individual mailboxes as the restore source.

■ Select Partial Storage Group -- (Exchange Server 2007 only) If you


are restoring the full or copy session, the default restore options let you
select a storage group, database, or logs to restore. If at least one database
is selected, the logs will be automatically selected.

Note: Even if you only select some databases of the storage group to
restore, all the databases of the storage group will have to be dismounted
before restore.

■ Select Incremental and Differential sessions -- If you are restoring an


incremental or differential backup session, you can select only the whole
storage group (Exchange Server 2000, 2003 or 2007) or whole database
(Exchange Server 2010) to restore since the incremental and differential
backup sessions contain only log files.

Chapter 4: Performing Database Level Backups and Restores 77


Selecting Database Restore Sources and Destinations

How to Select Restore Destinations

When restoring a database level backup, you can restore data to its original
location (default) or you can restore data to an alternative location.

Use the option, Restore files to their original location, only when you want to
restore data to the exact location that you backed up from and the hierarchy of
the server has not changed.

For all other scenarios, you must restore data to an alternative location.

Note: The restore target Exchange Server must be the same version as the
source Exchange Server.
■ For Exchange Server 2000, 2003 -- Expand the server you want to
restore to, and select the Microsoft Exchange Server - Database Level (IS)
object. Before you can restore an Exchange Server database backup to an
alternative location, you must ensure that the server you are restoring to is
configured exactly the same as the original server you backed up from. To
determine what needs to be identical, use the worksheet provided in the
Appendix, Using the Server Configuration Worksheet - Exchange Server
2000 and 2003 Systems. Information in all fields on this worksheet except
the Server Name field must be the same on the server you are restoring to.
■ For Exchange Server 2007, 2010 -- To restore data to an alternate
destination, the Restore Manager must communicate with the Exchange
agent on the target server so that it can browse for Exchange objects. You
can enter the agent backup account by right-clicking the Microsoft Exchange
Server - Database Level. On the agent side, if the agent backup account is
not provided, the machine user account is used instead. Restore destination
browsing can be down to the database level.

Supported Database Restore Destinations by Version

You can restore to alternative locations such as a different server, storage group,
database or Windows file system. When you restore to an alternative location,
the destination you can select depends on the source you select. The following
chart lists the source objects you can select and their supported destinations.

For Exchange Server 2007


Source Objects Supported Destinations

More than one storage group Microsoft Exchange Server - Database


Level. In this case, the storage groups and
databases with the same names as the
sources must exist at run time on the
destination server or the restore job fails.
Windows File System

One entire storage group, or Microsoft Exchange Server - Database

78 Agent for Microsoft Exchange Server Guide


Selecting Database Restore Sources and Destinations

Source Objects Supported Destinations


more than one database in a Level. In this case, the storage groups and
storage group databases with the same names as the
sources must exist at run time on the
destination server or the restore job fails.
A storage group -- In this case, the
databases with the same names as the
source must exist at run time or the restore
job fails.
Windows File System

One database Microsoft Exchange Server - Database


Level. In this case, the storage groups and
databases with the same names as the
sources must exist at run time on the
destination server or the restore job fails.
A storage group -- In this case, the
databases with the same names as the
source must exist at run time or the restore
job fails.
A database -- If a mailbox is restored to a
public folder database or a public folder
database is restored to a mailbox, the restore
job may fail at run time.
Windows File System

Logs Microsoft Exchange Server - Database


Level. In this case, the storage groups and
databases with the same names as the
sources must exist at run time on the
destination server.
A storage group.
Windows File System

Chapter 4: Performing Database Level Backups and Restores 79


Selecting Database Restore Sources and Destinations

Note: If you select multiple sources to restore, you must select a destination
that supports all sources.

For Exchange Server 2010

Alternative locations can be a different server or database. It can also be a


Windows file system. When restoring to an alternate location, the destination
you can select depends on the source you select.

Source Objects Supported Destinations

More than one database Microsoft Exchange Server - Database


Level - In this case, the databases with the
same names as the sources must exist at run
time on the destination server, or the restore
job fails.
A Windows File System.

One database Microsoft Exchange Server - Database


Level - In this case, the database with the
same name as the source must exist at run
time on the destination server or the restore
job fails.
A database - If a mailbox is restored to a
public folder database or a public folder
database is restored to a mailbox, the restore
job may fail at run time.
A Windows File System.

Logs Microsoft Exchange Server - Database


Level - In this case, the databases with the
same names as the sources must exist at run
time on the destination server.
A database.
A Windows File System.

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Selecting Database Restore Sources and Destinations

Set the File System Path Manually When Restoring Data to a Windows File System

(For Exchange Server 2007, 2010) -- If you want to restore data to a Windows
file system, you must select the Exchange database level agent in the Restore
Manager Window. When you select this agent, the path to the target system
appears in the Destination field. To complete the path to the Windows file
system, enter the path to the file system into the Destination field immediately
after the name of the target system.

To set the path manually when restoring data to a Windows file system

1. Open the Restore Manager and select the destination tab.

2. Clear the checkmark from the Restore files to their original location(s)
option.

3. Expand the Windows Systems or Exchange Organization object and browse


to the target system that you want to restore the data to.

Expand the target system and select the Microsoft Exchange Server -
Database Level object.

CA ARCserve Backup automatically populates the Destination field with the


following:

For Exchange Server 2007, use:

\\<server name>\dbaexdbvss

For Exchange Server 2010, use:

\\<server name>\dbaedbvss

Chapter 4: Performing Database Level Backups and Restores 81


Selecting Database Restore Sources and Destinations

4. Enter path to the file system directory, for example c:\Temp.

Note: If the file system directory does not exist on the target system, CA
ARCserve Backup creates the directory that you specified for you (for
example, c:\Temp).

When restoring Exchange Server 2007, the agent creates one subdirectory
for each storage group under the specified destination at restore time
labeled as follows:

\<original storage group>

Where <original storage group> represents the name of the source storage
group.
For example, the path to restore the storage group named "First Storage
Group" is as follows:

c:\ExchTemp\First Storage Group

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Perform a Database Level Data Restore

When you restore a full or copy backup to a file system, the agent empties
the contents of the target folder before the restore operation starts. For
example, when you restore a full backup or copy backup of a storage group
named "First Storage Group," the agent empties the following directory:

c:\Temp\First Storage Group

When restoring Exchange Server 2010, the agent creates on subdirectory for
each database under the specified destination at the restore time, labeled as
follows:

\<original database>

Where <original database> represents the name of the source database. For
example, the path to restore the database named "mailbox database 123" is
as follows:

c:\Temp\mailbox database 123

When you restore a full or copy backup to a file system, the agent empties
the contents of the target folder before the restore operation starts. For
example, when you restore a full or copy backup of a database named
"mailbox database 123", the agent empties the following directory:

c:\Temp\mailbox database 123

After you specify the file system as the restore destination, CA ARCserve
Backup applies the following options at run time to the restore operation (if
specified):

■ Run recovery after restore.

■ Automatically restore necessary previous sessions for incremental and


differential restore.

Note: CA ARCserve Backup ignores all other restore options at run time
when restoring data to a Windows file system.

Perform a Database Level Data Restore


To perform a database level data restore on an Exchange Server
database

1. From the CA ARCserve Backup Home Page, select Restore from the Quick
Start menu.

The Restore Manager window opens.

2. From the Restore Manager window, select Restore by Tree in the drop-down
box below the Source tab.

Note: Both Restore by Tree and Restore by Session restore methods are
supported for Database Level restores.

Chapter 4: Performing Database Level Backups and Restores 83


Perform a Database Level Data Restore

3. From the directory tree, do one of the following, depending on the version of
Exchange Server you are running:

– For Exchange Server 2000, 2003, or 2007, expand the Windows System
or Exchange Organization objects.

– For Exchange Server 2010, expand the Exchange Organization object.

Further expand the server that contains the database you backed up and
select the database object.

4. If the most recent backup is not the backup you want to restore, click Version
History, select the version you want to restore, and click Select.

Note: If you are using a restore set, you must restore the entire set in the
order that it was backed up. If your restore set includes incremental and
differential backups, select the last incremental or differential backup in the
set and the agent will automatically include the full backup for you (applies
to Restore by Tree only). For more information on restore sets, see Database
Level Restore Sets (see page 61).

5. Right-click each storage group object (For Exchange Server 2000, 2003, or
2007) or Database object (Exchange Server 2010) you are including in this
job and select Agent Option to select backup options. For more information
about restore options, see Database Level Restore Options (see page 63).

6. Click the Destination tab. You can restore the database objects to their
original location (default) or you can restore the database objects to an
alternative location.

Note: For Exchange Server 2003 and 2007, you can select to restore to the
Recovery Storage Group, a specialized storage group you can use in addition
to the regular storage groups in Exchange Server. For more information on
the Recovery Storage Group, see your Exchange Server documentation.

7. If you want to restore to an alternative location, clear the check mark from
the Restore files to their original locations check box, expand the server you
want to restore to, and select the destination object.

8. Click the Submit toolbar button.

If you are restoring to an alternative location, when the Security dialog


appears, enter the user name and password for the destination server and
click OK.

Note: CA ARCserve Backup does not support logging in to systems with


passwords that are greater than 23 characters. If the password on the
system you are attempting to log in to is greater than 23 characters, you
must modify the password on the agent system such that it is 23 characters
or less, and then you can log in to the agent system.

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Perform a Database Level Data Restore

9. When the Session User Name and Password dialog opens, verify or change
the user name and password for the destination Exchange Server. To change
the user name or password, select the session, click Edit, make your
changes, and then click OK.

Note: The user name must be entered in the following format:

DOMAIN\USERNAME

10. Click OK.

11. When the Submit Job dialog opens, select Run Now to run the job
immediately, or select Run On and select a future date and time when you
want the job to run.

Enter a description for your job and click OK.

Chapter 4: Performing Database Level Backups and Restores 85


Chapter 5: Performing Document Level
Backups and Restores
This section contains the following topics:

How Document Level Backup Works (see page 87)


Document Level Backup and Restore Benefits (see page 88)
Document Level Views in the Backup Manager (see page 89)
Backup Agent Service Account Requirements for Document Level Backup and
Restore (see page 91)
Document Level Backup (see page 92)
Document Level Data Restore (see page 101)
How to Perform Brick Level Restores on Exchange 2000 and Exchange 2003
Systems (see page 115)

How Document Level Backup Works


Document level backup is the most powerful and flexible backup type. It offers
advanced configuration options, performs folder level backups and message
level restores, and supports advanced filtering during backup. It also maximizes
performance and flexibility by supporting complete messaging single instance
storage (SIS), multi-threading, and by offering the most granular level of
restore.

You should use document level backup and restore when you want the flexibility
to restore individual objects, such as a mailbox, folder, or a single message.
Document level backup and restore can also be used to simplify many
administrative tasks, such as auditing, migration, pruning, and aging. With
document level backup and restore, you can back up many messaging objects
including posts, tasks, notes, journal entries, mail messages, events,
appointments, meeting requests, and contacts.

In addition to document level backups, you should perform database level


backups. Database level backup is the fundamental backup for your Exchange
Server, and you should always use it regardless of whether you use one of the
other granular backup types. You can use database level backups to restore
Exchange Server in the event of a system failure, database corruption, or
disaster recovery situation.

Chapter 5: Performing Document Level Backups and Restores 87


Document Level Backup and Restore Benefits

Document Level Backup and Restore Benefits


Document level backup and restore offers many benefits, including:
■ Complete Messaging Single Instance Storage--Traditional Brick level
backups scan an Exchange Server mailbox-by-mailbox. They back up copies
of individual message bodies and attachments as they arrive, without any
regard for data that may have been backed up already and without
accounting for the Exchange Server's ability to store only one copy of an
attachment when it is sent to multiple people. This results in decreased
speed and performance.

Document level backup and restore solves this problem by providing


complete single instance storage backups of attachments and message
bodies. Document level backup checks to see whether each attachment and
message body has already been backed up and backs up only one copy.

■ Push Agent Technology--Document level backup uses push agent


technology to increase the efficiency of your backup jobs by processing the
data at the remote client workstations rather than processing it all from the
CA ARCserve Backup host server. This offloads the system resources from
the CA ARCserve Backup host server and minimizes network traffic.

Push agent technology operates on a "per job" request, which means the
host server sends an entire list of files to the remote client at one time. The
push agent then enables the remote client to take an active role in the
process by pushing all of the requested files to the host server. (Without
push agent technology, backup jobs for remote clients operate on a series of
"per file" requests—the host server has to request files from the remote
client one file at a time.)

■ Multi Threading--Document level backup lets you take advantage of the


full capacity of multi CPU machines capable of concurrent operations. It does
this by supporting up to 64 threads per storage group and an additional 64
threads in the public folder store for a maximum of 320 threads. This lets you
make the most of your resources and increases performance. For
information on how to configure the multi-threading settings number of
threads and thread priority, see Configure the Agent For Document Level
Backup and Restore (see page 22).

■ Multi Streaming Support--Document level backup lets you take


advantage of the full capacity of multiple drives and high-speed RAID arrays
capable of fast concurrent backups to multiple tapes. It does this by
partitioning information into concurrent streams for parallel backups.

88 Agent for Microsoft Exchange Server Guide


Document Level Views in the Backup Manager

■ Document Level Restore--Document level restore lets you select a


storage group, mailbox database, public folder database, or even a
particular document for restore.
■ Migration Support--Document level backup lets you seamlessly back up
and restore documents, folders, and mailboxes between different versions of
Exchange Server, including Exchange Server 2000, 2003, 2007, and 2010.
For more information about the guidelines on how you can restore from
different versions of Exchange Server, see Document Level Restore
Locations (see page 106).

■ Enhanced Cluster Support--Document level backup offers Active/Active


and Active/Passive cluster support with cross cluster node failover.

For document level operations on Exchange Server 2007 platforms, the


agent supports Cluster Continuous Replication (CCR), Local Continuous
Replication (LCR), and Single Copy Cluster (SCC) environments. For
Exchange Server 2010, the agent supports backing up and restoring
Database Availability Groups.

Note: For more information about installing the agent on a cluster, see
Configure the Agent to Run on a Cluster (see page 31).

■ Job Continuation--If a job fails to complete, under certain circumstances,


document level backup can automatically continue where the first job left
off. For information on how to configure job continuation, see Configure the
Agent For Document Level Backup and Restore (see page 22).

More information:

Configure the Agent to Run on a Cluster (see page 31)


Configure the Agent for Document Level Backup and Restore (see page 22)
Document Level Restore Locations (see page 106)

Document Level Views in the Backup Manager


Depending on your Exchange Server version, Microsoft Exchange Server –
Document Level appears in the Backup Manager under the following objects:
■ Windows Systems - for Exchange Server 2000, 2003, and 2007 systems
■ Exchange Organization - All Exchange Server versions

For Exchange Server 2000 and 2003 systems, you can expand the Document
Level object to view it storage groups. Each server can include up to five storage
groups. For Exchange Server 2007 systems, each server can include up to 50
storage groups. The Public Folders object is treated as a storage group.

For Exchange Server 2010 systems, the storage group object is removed. Server
and Database Availability Group (DAG) objects appear only under the Exchange
Organization.

Chapter 5: Performing Document Level Backups and Restores 89


Document Level Views in the Backup Manager

When you expand a storage group you can view the folders it contains:

Note: If a mailbox or folder has the character ―\‖ in its name, the character is
substituted with another character in the Backup Manager only for display
purposes (restored data will have the ―\‖ character).

Example: Character Substitution

A folder named a\b\c is displays as follows in the Backup Manager:

90 Agent for Microsoft Exchange Server Guide


Backup Agent Service Account Requirements for Document Level Backup and Restore

Backup Agent Service Account Requirements for Document


Level Backup and Restore
To perform a document level backup and restore job, your backup agent service
account must meet the following criteria on the Exchange server:
■ It must be a domain account.
■ There must be a mailbox. For Exchange Server 2003 or 2007, this mailbox
must be on the Exchange server which you plan to back up or restore to.
Only users who have a mailbox on the Exchange Server have access to the
document level operation.

The name of the mailbox must be unique. A unique name is a name that does
not exist in the organization as a subset of characters in another mailbox
name. For example, if there is a mailbox named Administrator in your
organization, you cannot use the name Admin.

■ It must be a member of the Administrator group.


■ It must be a member of the Backup Operators group.
■ On Exchange Server 2000 and 2003 systems, it must be assigned the
Exchange Full Administrator Role.
■ On Exchange Server 2007 systems, it must be assigned either the Exchange
Organization Administrator Role or the Exchange Server Administrator Role.
■ On Exchange Server 2010 systems, it must be assigned the Exchange
Organization Management Role.
■ If you selected the agent option, Backup Additional User Properties, and then
restore the mailbox with user properties using the options, Create mailboxes
if specified mailboxes do not exist and Create user if not existing, it must be
assigned the Exchange and Domain Admins Roles.

■ It must be assigned the Exchange Server MAPI Owner role on every public
folder you intend to back up and restore because permissions for public
folders can vary. If a lower permission level is assigned, back up or restore
may fail or duplicate items may be restored because the backup agent
service account does not have the permission to delete original documents.
The method that you use to assign Exchange Server MAPI Owner role varies
depending on the version of Exchange in your environment:

Exchange 2000 Server and Exchange Server 2003

To assign this role, open the Exchange System Manager, right-click the
public folder you want to back up or restore, and select Properties. When
the Properties dialog opens, click the Permissions tab, click the Client
permissions button, either add a new client with the Owner role or
modify an existing client to assign the Owner role, and then click OK. For
Exchange Server 2000, you must add the user permission to each
individual public subfolder.

Chapter 5: Performing Document Level Backups and Restores 91


Document Level Backup

Exchange Server 2007 and Exchange Server 2010

To assign this role, use the Exchange Management Shell command


add-publicfolderclientpermission to grant the user Owner access
rights.

Note: If Exchange Server 2010 co-exists in an organization with other Exchange


Server versions, make sure the designated user backup account has a mailbox
that resides on the same version of the Exchange mailbox that is being backed
up.

Document Level Backup


The following sections describe the features that are available when using
document level backup and restore and describes how to perform a document
level backup and restore.

Complete Messaging Single Instance Storage

To maximize performance during backup, enable the option: Complete


Messaging Single Instance Storage. If you enable this, the agent checks to
see if attachments and messages have already been backed up and then backs
up only one copy. This eliminates the need to back up each time the attachment
and message are referenced and can significantly decrease the size of your
backups. For information on how to enable Complete Single Instance Storage,
see Configure the Agent For Document Level Backup and Restore.

More information:

Configure the Agent for Document Level Backup and Restore (see page 22)

Browsing Filter

To minimize the amount of time it may take and the impact on system resources
when browsing extremely large amounts of data, document level backup
includes a browsing filter that lets you reduce the number of items you want to
search through.

More information:

Filter Criteria (see page 93)

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Document Level Backup

Filter Criteria

The criteria you enter can be any combination of letters and numbers, with or
without a wildcard at the end. If you do not enter a wildcard, the agent performs
a substring search and finds all folders that have the criteria you entered
somewhere in the file name. For example, if you enter ―min‖, all folders that
contain the letters ―min‖ somewhere in the file name are displayed, such as
―Minutes‖, ―Administrator‖, and ―Admin‖. If you enter a wildcard at the end of
your criteria, the agent performs a prefix string search and finds only the folders
that have the criteria you entered as the prefix of the file name. For example, if
you enter ―Admin*‖, only the files that begin with ―Admin‖ are displayed, such as
―Administrator‖ and ―Admin26‖.

You can select from the following filters:


■ Display only the items that match the following pattern--Enable this
to only display the items that match the criteria you specify.
■ Display only the items in the following range--Enable this to select a
numeric range of items to be returned.

■ Enable the browsing filter only if there are more items than--The
browsing filter is automatically displayed when there are more than 500
items. Enter a new number in this field if you want to adjust this numeric
threshold.

Note: You can also adjust the numeric threshold by creating a value under
the following registry key:

HKEY_CURRENT_USER\Software\ComputerAssociates\CA ARCserve Backup\Base\ASMgr\DBAEXSIS


Value Name: MaxItemsDisplayed
Value Type: REG_DWORD
Value Data (Base Decimal):Desired threshold

More information:

Browsing Filter (see page 92)

Document Level Backup Methods

When you submit a backup job, you must specify a backup method. The backup
method tells CA ARCserve Backup how you want your data to be backed up. The
agent provides you with the flexibility to select a backup method for your
document level backup job at the Microsoft Exchange Server – Document Level
or use a globally scheduled backup method.

More Information:

Document Level Backup Global Options (see page 94)


Specify Backup Options for a Document Level Backup Job (see page 96)

Chapter 5: Performing Document Level Backups and Restores 93


Document Level Backup

Document Level Backup Global Options

You may set default backup options for all Exchange Document Level backup
jobs using the CA ARCserve Backup global backup options. Global options let you
define default settings for bulk jobs and apply to all Exchange Server versions.
However, these options do not take effect if you are using a version of the Agent
for Microsoft Exchange Server earlier than the current release.

The advantage of selecting a backup method at the document level is that it


gives you the flexibility to use a separate method for the document level backup
portion of your job. You can select from the following backup methods:

Use backup method specified in Global Agent Options

Enabled by default. You must disable this option if you want to set a backup
method at the Document Level. If you do not disable this, you must select a
backup method on the Schedule tab.

Note: If you do not disable this and select Custom Schedule on the Schedule
tab, there is no difference between the full (Keep Archive Bit) and full (Clear
Archive Bit) backup methods, they both function as full backups.

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Full Backup

Backs up all documents.

Incremental Backup

Backs up all documents created or modified since the last full or incremental
backup. If no full backup has been performed, all documents are backed up.

Differential Backup

Backs up all documents created or modified since the last full backup. If no
full backup has been performed, all documents are backed up.

Time-Based Backup

Backs up all documents newer than or older than a certain point in time. This
point in time can either be a specific date or a number of days prior to when
the job runs. If you select a number of days prior to when the job runs, the
backup period is a moving window that stays relative to the time at which the
job runs.

Note: If you select a specific date, 12:00 AM is the default time used. CA
ARCserve Backup automatically adjusts for daylight savings when there is a
time zone difference between the server that is running the CA ARCserve
Backup Manager and the server that has the agent installed.

– Purge documents after backup--Automatically deletes documents


after they are backed up. This is useful for pruning and aging an
Exchange server. For example, you can use this option to back up and
delete documents older than three years, thus reducing the size of your
Exchange Server.

Important! This option should be used with caution since it will delete all
documents that were backed up.

As an additional safety feature, you can prevent an agent from pruning an


Exchange server by enabling the Disable Purge Option. For more information on
this option, see Configure the Agent for Document Level Backup and Restore
(see page 22).

More Information:

Document Level Backup Methods (see page 93)


Specify Backup Options for a Document Level Backup Job (see page 96)

Chapter 5: Performing Document Level Backups and Restores 95


Document Level Backup

Specify Backup Options for a Document Level Backup Job

When you submit a backup job, it uses Global Options by default. You can
override global options and set unique options for a specific Exchange Server
object using local agent options.

To select a backup method for the Document Level backup job, right-click
Microsoft Exchange Server - Document Level and select Agent Option from the
shortcut menu. The Agent Option dialog opens.

The following are the Document Level Backup Global Options:


■ Use globally scheduled backup method
■ Full Backup
■ Incremental Backup
■ Differential Backup
■ Time-Based Backup

More Information:

Document Level Backup Methods (see page 93)


Document Level Backup Global Options (see page 94)

Specify Document Level Backup Filters

Document Level backup includes backup filters that give you the flexibility to
exclude specific mailboxes, folders, or attachments from your backup job. In
addition, you can set default filters, useful if you consistently use the same filters
and do not want to have to set them every time you run a Document Level
backup job.

To specify document level backup filters

1. To select a backup filter, right-click Microsoft Exchange Server – Document


Level and select Filter.

The Backup Filter dialog opens.

2. On the Mailbox tab, in the Mailbox Exclude Criteria field, enter the name of
the mailbox that you want to exclude or the criteria that you want the agent
to use to exclude certain mailboxes, and then click Add.

Note: For information about filtering criteria, see Filter Criteria (see
page 93).

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3. On the Folder tab, in the Folder Exclude Criteria field, enter the name of the
folder that you want to exclude or the criteria that you want the agent to use
to exclude certain folders, and then click Add.

Note: For information about filtering criteria, see Filter Criteria.

If you want to exclude default folders, enable the Exclude the Default Folders
selected below option and place a check mark next to the particular folder
you want to exclude.

4. On the Attachment tab, in the Attachment Exclude Criteria field, enter the
extension type of the attachments that you want to exclude, and then click
Add. For example, if you want to exclude text file attachments, enter txt and
click Add.

If you want to exclude attachments that exceed a certain size limit, enable
the Exclude attachments with size bigger than maximum size option and
select the maximum size. When selecting the maximum size, allow a small
margin of leeway since the size displayed by some email clients may slightly
differ from the size read from the Exchange Server.

Note: The settings on the Attachment tab do not apply to embedded


messages.

More information:

Filter Criteria (see page 93)

Multiplexing During Document Level Backups

Multiplexing is a process in which data from multiple sources is written to the


same media simultaneously. When a job that has multiple sources is submitted
with the multiplexing option enabled, it is broken into child jobs as follows:
■ For Exchange Server 2000, 2003 or 2007, the job is broken into one child job
for each storage group
■ For Exchange Server 2010, the job is broken into one child for each database

These child jobs write data to the same media simultaneously. If you enable
multiplexing, Document Level backups from one or more storage groups on one
or more machines can be backed up simultaneously in a single job to one device.

For more information on multiplexing, see the Administration Guide.

Chapter 5: Performing Document Level Backups and Restores 97


Document Level Backup

Multistream Option

If your CA ARCserve Backup server is equipped with multiple devices in two or


more groups or multiple devices in one or more groups with the CA ARCserve
Backup Enterprise Module and CA ARCserve Backup Tape Library Option
installed, you can take advantage of the Multistream option. This option divides
your backup jobs into several sub-jobs that run simultaneously to different
devices. You can have as many jobs running simultaneously as you have devices
or groups on your system. Document Level backup provides one to five streams
for simultaneous backup. The available number of tapes, drives, and storage
groups determines the number of streams that are run simultaneously during
backup.

Note: You can enable the Multistream option on the Destination tab in the
Backup Manager.

For more information on the Multistream option, see the Administration Guide.

Note: If you enable the Multistream option when you submit a Document Level
backup job, the data is multistreamed at the storage group level for Microsoft
Exchange Server 2000, 2003, or 2007. For example, if your Exchange Server has
two storage groups and you enable the Multistream option during backup, one
subordinate job is created for each storage group. For Exchange Server 2010,
the number of streams is determined by the database.

Perform a Document Level Backup

Before you submit a document level backup job, ensure that the Exchange
Server services are started on your Exchange server and that the CA ARCserve
Universal Agent is started.

Note: The following procedure applies to all versions of the CA ARCserve Backup
Agent for Microsoft Exchange Server, with one significant difference: in Microsoft
Exchange 2010, there is no Storage Group layer in the Server Tree.

To perform a document level backup

1. From the CA ARCserve Backup Home Page, select Backup from the Quick
Start menu.

The Backup Manager window opens.

2. From the Backup Manager window, expand the Microsoft Exchange Server --
Document Level object to select the items that you want to back up.

Note: Special mailboxes, such as Mail Connectors, System Attendant,


Internet Mail Service, and MS Schedule+, cannot be selected for backup.
These are special system mailboxes and should not be backed up. Hidden
mailboxes also cannot be backed up.

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3. If the Browsing Filter opens (the browsing filter displays automatically when
there are more than 500 items), set filters to specify the items you want to
search through and click OK.

4. Select the items that want to back up.

5. To select a backup method at the document level, right-click Microsoft


Exchange Server -- Document Level, select Agent Option, select a backup
method, and then click OK.

For more information about backup methods, see Document Level Backup
Methods (see page 93).

6. If you want to exclude mailboxes, folders, or attachments from your backup


job, right-click Microsoft Exchange Server -- Document Level, select Filter,
set up your filters, and then click OK. For more information on filters, see
Filter Criteria (see page 93).

7. (Optional) Enable server-side features such as CRC checking, data


encryption, or data compression, if desired. See the CA ARCserve Backup
Administration Guide for more information.

8. Click the Destination tab and select a backup destination.

9. Click the Schedule tab. If you want to use a custom schedule, select a Repeat
Method and, if you did not select a backup method at the document level,
select a backup method. If you want to use a rotation scheme, select the Use
Rotation Scheme option and set up your scheme.

For more information on scheduling jobs and rotation schemes, see the
online help or the CA ARCserve Backup Administration Guide.

10. Click the Submit toolbar button.

The Security and Agent Information dialog opens.

11. From the Security and Agent Information dialog, ensure that the correct user
name and password are filled in for each object. If you need to enter or
modify a user name or password, click the Security button, make your
changes, and then click OK.

12. Click OK.

The Submit Job dialog opens.

Chapter 5: Performing Document Level Backups and Restores 99


Document Level Backup

13. From the Submit Job dialog, select Run Now to run the job immediately, or
select Run On and select a future date and time when you want the job to
run.

Enter a description for your job.

If you selected multiple sources to back up and want to set the priority in
which the job sessions initiate, click Source Priority. Use the Top, Up, Down,
and Bottom buttons to change the order in which the jobs are processed.
When you finish setting priorities, click OK.

On the Submit Job page, click OK to submit your job.

After you submit your backup job, you can go to the Job Status Manager and
double-click the active job to view real-time job properties. If you have Complete
Messaging Single Instance Storage enabled, all of the fields related to size will
reflect the size prior to single instance storage optimization. The actual size of
the backup after single instance storage optimization opens in the Activity Log
and is labeled ―(xx)MB Written to Media‖.

More information:

Filter Criteria (see page 93)


Document Level Backup Global Options (see page 94)
Specify Backup Options for a Document Level Backup Job (see page 96)

Activity Log Messages

At the end of each backup job, a summary of each session is displayed in the
Activity Log. Depending on what occurs during backup, the summary includes
messages with the following information:
■ The status of the job. Depending on what you selected to back up and what
occurred during the backup job, you will receive one of three statuses:

– Successful--All selected mailboxes and root public folders were backed


up.

– Incomplete--One or more of the selected mailboxes and root public


folders were backed up. At least one mailbox or root public folder failed
to back up.

– Failed--No selected mailboxes and root public folders were backed up.

Note: Individual folders, messages, and attachments do not affect the


status of the job. If these items are not backed up, the details will be listed
in the skip log in the agent log directory. If you would rather view the skip log
information in the Activity Log or if you want to view it in the Activity Log in
addition to the skip log, you can change the value of the Skip Log Setting. For
more information on the Skip Log Setting, see Configure the Agent For
Document Level Backup and Restore. This skip log is also useful for tracking
corrupt messages in an Exchange Server.

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■ The number of root public folders, mailboxes, folders, and documents that
were backed up successfully
■ The amount of data that was backed up
■ The amount of data that was written to media
■ The amount of size reduction achieved through Complete Messaging Single
Instance

■ The number of items that were skipped


■ The number of mailboxes that failed to back up
■ The number of root public folders that failed to back up
■ The status of the session has changed
■ Instructions on how to resolve an issue

More information:

Configure the Agent for Document Level Backup and Restore (see page 22)

Document Level Data Restore


The following sections include information about the prerequisites you must
meet before you perform a restore, the features that the Exchange agent offers
when restoring from a Document Level backup, and the procedure for how to
perform a restore.

Document Level Restore Sets

When you back up an Exchange Server, each storage group (Exchange Server
2000, 2003, 2007) or mailbox database (Exchange Server 2010) that you select
to back up is saved on media as an individual session. To restore an object, you
should restore all of the sessions that, when combined, give you the most
up-to-date version. These sessions are called your restore set.

The number of sessions in your restore set depends on the backup methods you
used:
■ If you backed up your storage group or database using only the full backup
method, your restore set includes only this session.

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Document Level Data Restore

■ If you backed up your storage group or database using both full and
incremental backups, your restore set includes the session from the full
backup and at least one, but up to as many sessions from the incremental
backup as you want to include. For example, in the following backup
scenario, your restore set can be full and incremental 1, full and incremental
1 and 2, full and incremental 1, 2, and 3, or full and incremental 1, 2, 3, and
4:
Full Incremental 1 Incremental 2 Incremental 3 Incremental 4

■ If you backed up your storage group or database using both full and
differential backups, your restore set includes the session from the full
backup and one differential backup session. For example, in the following
backup scenario, your restore set can be full and differential 1, full and
differential 2, full and differential 3, or full and differential 4:
Full Differential 1 Differential 2 Differential 3 Differential 4

After you determine your restore set, the entire set must be selected when you
submit the restore job.

Note: Since Document Level backups are independent, you can restore an
incremental backup or differential backup by itself (you do not have to restore it
along with a full backup). As a result, if you want to restore your entire restore
set, make sure you select the full backup because it is not automatically selected
for you.

Document Level Restore Prerequisites

Before you can restore document level backups, you must satisfy the following
prerequisites:
■ The Exchange server must be running and the storage groups and mailbox
stores that you are restoring to must already exist (they are not created at
restore time), and the mailbox store must be mounted.
■ The account you are using to restore must meet the backup agent service
account requirements for the machine you are restoring to. For information
on these requirements, see Backup Agent Service Account Requirements for
Document Level Backup and Restore (see page 91).

More information:

Backup Agent Service Account Requirements for Document Level Backup and
Restore (see page 91)

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Configure Document Level Restore Options

When you create a restore job, you can choose restore options to customize the
job.

To configure document level restore options

1. Open the Backup Manager and the select the Source tab.

The backup source tree appears.

2. Right-click a storage group (Exchange Server 2000, 2003, and 2007) or a


database (Exchange Server 2010) and select Agent Option from the shortcut
menu.

The Agent Options dialog opens.

3. Click the Mailbox tab and specify the options that follow, as required, for your
environment.

■ Create mailboxes if specified mailboxes do not exist--Use this


option if you want to restore your data to a different Exchange
Organization or if you want to restore to the same server you backed up
from, but the mailbox you want to restore has been deleted.

Important! If you create the mailbox in a different organization, the


mailbox or mailbox folder permission may be lost, or the owner of the
permission may no longer exist in the organization.

Most standard folders are created and named using the language of the
first client to access them. For example, if the first client you use to
access a new mailbox is a French client, standard folders like the Inbox
or Sent Items are given French names. For more information, see the
Microsoft Q Article 188856 on the Microsoft web site.

Note: Use this option in conjunction with the Append to Restored


Mailbox option. For more information about the Append to Restored
Mailbox option, see Configure the Agent for Document Level Backup and
Restore (see page 22).

Chapter 5: Performing Document Level Backups and Restores 103


Document Level Data Restore

Important! If the mailbox you want to restore has been deleted but the
user associated with this mailbox still exists and has the same
properties, associate this user with the new mailbox. If both the mailbox
you want to restore and the user associated with the mailbox have been
deleted, you must create a new user.

If you use this option in Exchange Server 2003 environments, an email is


sent to the new mailbox to finalize it and notify you that the mailbox is
ready for use. If you use it in Exchange Server 2007 and 2010
environments, no email is sent to the newly-created mailbox. If you
want to customize the contents of the email, you can create a new
message and save it as an RTF file in the CA ARCserve Backup Agent for
Exchange directory to replace the default MailboxInitialize.rtf. In
addition, you can also customize the subject line of this email by using
the following registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\ComputerAssociates\CA ARCserve
Backup\ExchangeDocumentAgent\Parameters

Value Name:FirstMailSubject
Value Type: REG_SZ
Value Data:The desired subject line

■ Create user if not existing--If you selected the Create mailbox if not
existing option and do not have an existing user to associate with the
mailbox, you must use this option and enter a password because every
mailbox must have a user associated with it. When entering the
password, ensure that it meets the length, complexity, and history
requirements of the domain and server you are restoring to.

This option is useful if you want to perform a test restore of a mailbox to


the backup server, if you want to audit a mailbox, or if you need a
placeholder user because you plan on connecting the mailbox to a
different user. When you use this option, the amount of properties that
are assigned to the user during restore is determined by what setting
you used for the Backup Additional User Properties configuration option
during your backup job. For more information on the Backup Additional
User Properties configuration option, see Configure the Agent for
Document Level Backup and Restore (see page 22).

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Be aware of the following:

■ After the user is created, regardless of what you selected for the
Backup Additional User Properties configuration option, you should
still adjust the properties to set group memberships, to set up rights,
and to reflect organizational policies.

■ If you want to create duplicates of existing users and mailboxes in


the same organization, you must append a string to the user and
mailbox names. For information on how to configure this, see
Configure the Agent for Document Level Backup and Restore.

If you have trouble with mailbox or user creation, see Unable to Create
the User Account, Create the Mailbox, or Finalize the Mailbox (see
page 136).

4. Click the Document tab and specify the options that follow, as required, for
your environment.

When restoring documents, a conflict may occur if a version of what you are
restoring already exists on your destination. To prepare for this situation,
select one of the following conflict resolution options:

■ Overwrite--Delete original documents.

■ Overwrite only when Modified--Delete only the original documents


that have been modified since they were backed up. Because documents
that have not been modified are skipped, this option is faster than the
Overwrite option.

■ Restore as Copy--Do not delete original documents and restore as


copies. Use this option if you are restoring to an empty folder in the
original location or an alternative location.

■ Restore as Copy only when Modified--Do not delete original


documents and restore as copies for documents that have been modified
since they were backed up. Because documents that have not been
modified are skipped, this option is faster than the Restore as Copy
option.
Note: When a message is restored, a new message ID is created and
assigned to it. Consequently, if you restore from one backup multiple times,
you will see message duplicates even if you selected to overwrite the
original.

5. Click OK.

The document level restore options are saved.

More information:

Configure the Agent for Document Level Backup and Restore (see page 22)
Unable to Create the User Account, Create the Mailbox, or Finalize the Mailbox
(see page 136)

Chapter 5: Performing Document Level Backups and Restores 105


Document Level Data Restore

Document Level Restore Locations

When restoring a Document Level backup, you can restore the files to their
original location (default) or you can restore the files to an alternative location.
Use the Restore files to their original location option only when you want to
restore the exact location you backed up from and the hierarchy of the server
has not changed. For all other scenarios, you must restore files to an alternative
location.

Examples: When You Can Restore to an Alternative Location

Some examples of when to restore to an alternative location include:


■ If you want to restore a document to a different folder or mailbox on the
same server that you backed up from
■ If you want to restore a document to a different folder or mailbox on a
different server than the server you backed up from

■ If you want to merge a mailbox


■ If you want to migrate a mailbox
■ If you renamed storage groups or mailbox stores

Alternative Restore Locations

When you restore to an alternative location, there are certain rules that apply
when selecting your source and destination:
■ Source--When you select your source, you can either select to restore it as
a new object inside your destination or to merge it into your destination.
■ Destination--When you select your destination, you must consider what
you selected to restore and what version of Exchange Server you are
restoring to.

The following sections include more information on selecting a source and


destination.

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Source Selection Considerations

When you restore to an alternative location, the objects you restore are either
restored as new objects inside or merged into, the destination you select,
depending on how you select your source.

Examples: How Your Source Selection Affects Restore Operations


■ Restoring inside your destination--This means that if you select Mailbox_A as
your source and Mailbox_B as your destination, Mailbox_A is restored as a
new object, a folder named Mailbox_A within Mailbox_B.

■ Merging into your destination--This means that if you select the Mailbox_A
subfolder as your source, such as Inbox or Calendar, and Mailbox_B as your
destination, the contents of Mailbox_A will be merged into the existing
contents of Mailbox_B.

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Document Level Data Restore

Example: How Job Packaging Affects Jobs

You want to add new objects, like a mailbox, to your Exchange Organization after
you submit a backup job. Do you need to resubmit the job to include the new
objects?

There are two possible solutions:


■ If you used dynamic job packaging, your new objects will be included
because the contents of what you selected are determined when the job
runs.
■ If you used explicit job packaging, you must resubmit the job to include your
new objects because the contents of what you selected are determined at
the time the job is packaged.

Note: For more information on dynamic and explicit job packaging, see the
Administration Guide.

Destination Selection Considerations

When restoring to an alternative location, there are certain rules that apply to
the destination you select, depending on what you selected to restore and what
version of Exchange Server you are restoring to.

Note: If you select multiple sources to restore, you must select a destination
that supports all sources.

Because the destination you select depends on the source you select, the
following diagrams display the CA ARCserve Backup source view for each version
of Exchange Server. The charts that follow each diagram include information
about each destination that is supported, depending on the source and version of
Exchange Server.

Source View for Exchange Server 2010 Objects

The CA ARCserve Backup Agent for Exchange Server 2010 displays objects you
can restore beneath the Mailbox Store object.

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Source View for Exchange Server 2000, 2003, and 2007 Objects

In Microsoft Exchange Server 2000, 2003, and 2007, the objects you can restore
are displayed differently than for Exchange Server 2010:

Source View for Exchange Server 5.5 Objects

The following diagram illustrates the source objects that you can restore for
Exchange Server 5.5 using the CA ARCserve Backup Agent for Microsoft
Exchange Server:

Chapter 5: Performing Document Level Backups and Restores 109


Document Level Data Restore

Source View of Document Objects for all Versions of Exchange Server

The following diagram displays the source document objects you can restore for
all versions of Exchange Server using the CA ARCserve Backup Agent for
Microsoft Exchange Server:

How You Can Restore Exchange Server Data to Exchange Server Systems

The following table describes the source objects that you can select, and their
supported destinations, when restoring Exchange Server 2000, 2003, 2007 or
2010 data to Exchange Server 2000, 2003, 2007 or 2010 systems using the CA
ARCserve Backup Agent for Microsoft Exchange:

When destination is Exchange Server 2000, 2003 or 2007


Source Objects Supported Destinations

Storage Group Microsoft Exchange Server - Document


Level

Public Folders [Storage Group] Microsoft Exchange Server - Document


Level

Mailbox Store Storage Group

Mailbox* Public Folders, [Storage Group],


Mailbox Store, Mailbox, Folder

Folder Public Folders [Storage Group],


Mailbox, Folder

Document Folder

When destination is Exchange Server 2010


Source Objects Supported Destinations

Database Microsoft Exchange Server - Document


Level

Public Folders Microsoft Exchange Server - Document


Level

Mailbox* Public Folders, Mailbox Store, Mailbox,


Folder

Folder Public Folders, Mailbox, Folder

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Source Objects Supported Destinations

Document Folder

*Mailbox is converted into a folder if it is not restored to a Mailbox Store.

How You Can Restore Exchange Server 5.5 Data

The following chart lists the source objects you can select, and their supported
destinations, when restoring Exchange Server 5.5 to Exchange Server 2000,
2003, 2007 or 2010 systems using the CA ARCserve Backup Agent for Microsoft
Exchange Server:

Source Objects Supported Destinations

Public Folders Microsoft Exchange Server - Document Level

Mailbox* Public Folders [Storage Group], Mailbox Store,


Mailbox, Folder

Folder Public Folders [Storage Group], Mailbox, Folder

Document Folder

*Mailbox is converted into a folder if it is not restored to a Mailbox Store.

Note: When restoring from Exchange Server 5.5 to Exchange Server 2000,
2003, 2007, or 2010, you cannot select the Individual Mailbox parent object as a
source because of the ambiguity of the child mailbox locations. You can,
however, select a child mailbox as a source or the mailbox store (and select the
option, Create mailbox if not existing) if you need to migrate or restore
mailboxes.

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Document Level Data Restore

Manually Extending Your Destination Path to Create a New Folder

If you want to create a new folder to restore to within the mailbox or folder you
selected as your destination, you can manually extend the destination path on
the Destination tab in the Restore Manager.

Example: Extending the Destination Path

If you select Mailbox_A as your destination and want to add a new folder within
Mailbox_A to restore to, add the name of your new folder at the end of the
destination path at the top of the page.

The following graphic illustrates how to extend the destination path to a new
folder labeled "newfolder."

Note: Do not enter a backslash (\) at the end of your new folder name.

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Perform a Document Level Restore

Performing Document Level restore jobs follows the same process regardless of
your Exchange Server version, though the selections you make in certain steps
may vary. The differences are noted in the following procedure.

To restore using Document Level restore

1. From the CA ARCserve Backup Home Page, select Restore from the Quick
Start menu.

The Restore Manager window opens.

2. From the Restore Manager window, select Restore by Tree in the drop-down
box underneath the Source tab.

Note: Both Restore by Tree and Restore by Session are supported for
Document Level restore.

3. Expand the Windows Systems or Exchange Organization object, expand the


server you are restoring from, and then expand the server object to select
the documents you want to restore—storage groups, mailbox stores, public
folder stores, public folders, folders, or even individual documents.

Note: Special mailboxes, such as Mail Connectors, System Attendant,


Internet Mail Service, and MS Schedule+, cannot be selected for restore.
These are special system mailboxes and should not be restored.

4. Click Version History, select a backup version for this session, and click
Select.

Note: Version History is supported at the storage group level for Microsoft
Exchanger Server 2000/2003/2007, and at the mailbox database level for
Exchange Server 2010.

5. To select restore options, right-click a storage group or database, select


Agent Option, select restore options, and then click OK.

For more information about restore options, see Document Level Restore
Options.

6. Click the Destination tab. You can restore the database objects to their
original location (default) or you can restore the database objects to an
alternative location.

Chapter 5: Performing Document Level Backups and Restores 113


Document Level Data Restore

7. If you want to restore to an alternative location, clear the Restore files to


their original locations check box, expand the Windows Systems or Exchange
Organization object, expand the server you want to restore to, expand the
Microsoft Exchange Server – Document Level object, and select where you
want to restore to.

Note: When restoring to an alternative location, there are certain rules that
apply to the destination you select, depending on what you selected to
restore and what version of Exchange Server you are restoring to. For more
information, see Alternate Restore Locations.

8. Click Submit.

9. If you are restoring to an alternative location, when the Security dialog


opens, enter the user name and password for the destination server and
click OK.

Note: CA ARCserve Backup does not support logging in to systems with


passwords that are greater than 23 characters. If the password on the
system you are attempting to log in to is greater than 23 characters, you
must modify the password on the agent system such that it is 23 characters
or less, and then you can log in to the agent system.

10. When the Session User Name and Password dialog opens, on the Machine
tab, verify or change the user name and password for the destination
Exchange Server. To change the user name or password, select the session,
click Edit, make your changes, and then click OK.

11. Click the DBAgent tab and verify or change the user name and password for
the backup agent service account. This account must meet the requirements
for the Exchange Server you are restoring to. For information on these
requirements, see Backup Agent Service Account Requirements for
Document Level Backup and Restore (see page 91).

12. Click OK.

13. When the Submit Job dialog appears, select Run Now to run the job
immediately, or select Run On and select a future date and time when you
want the job to run.

14. Enter a description for your job and click OK.

More information:

Configure Document Level Restore Options (see page 103)


Alternative Restore Locations (see page 106)

114 Agent for Microsoft Exchange Server Guide


How to Perform Brick Level Restores on Exchange 2000 and Exchange 2003 Systems

How to Perform Brick Level Restores on Exchange 2000 and


Exchange 2003 Systems
Although this release of CA ARCserve Backup does not support brick level backup
operations, you can restore data that was backed up using a version of the agent
that supported brick level backup.

Before you can restore brick level backup data, you must perform the following
prerequisite tasks:
■ Configure the document level agent such that the Allow Brick Level Restore
option is enabled.
■ Configure the brick level agent.

Note: Brick Level backup and restore is supported only with the CA ARCserve
Backup Agent for Microsoft Exchange Server for Exchange 2000 and 2003.

More information:

Configure the Agent for Document Level Backup and Restore (see page 22)
Create or Verify a Brick Level Account (see page 27)

Backup Agent Service Account Requirements for Brick Level Restore

To perform a brick level restore job, your backup agent service account must
meet the following criteria on the Exchange Server.
■ The account must be that of a domain user with a mailbox on the local
Exchange server, and the mailbox name must be unique. A unique name is a
name that does not exist in the organization as a subset of characters in
another mailbox name. For example, you cannot use the name Admin, if
there is a mailbox named Administrator in your organization.
■ You must add the account to the Domain Administrators group on your
domain controllers and to the Administrators group and Backup Operators
group on your Exchange Server.

Note: If your Exchange Server is your domain controller, you must add all
three groups to your backup agent service account only on your domain
controller.

■ You must assign the account the rights that follow:

– Act as part of the operating system

– Log on locally

– Log on as service

Chapter 5: Performing Document Level Backups and Restores 115


How to Perform Brick Level Restores on Exchange 2000 and Exchange 2003 Systems

■ You must assign roles at the Organization, Site, and Configuration levels of
the organization tree to the account.
■ You must assign the account the Owner permission level on every public
folder that you intend to back up and restore because permissions for public
folders can vary. If a lower permission level is assigned, back up or restore
may fail or duplicate items may be restored because the backup agent
service account does not have the permission to delete original documents.

The Exchange Brick Level Agent Configuration Utility is the most efficient tool for
creating your backup agent service account and ensuring that it is set up
correctly. However, if because of the setup of your environment it is better for
you to manually create a backup agent service account, see How to Set Up Your
Backup Agent Service Account (see page 143) for instructions on how to do so.

Brick Level Data Restore

The following sections include information about the prerequisites you must
meet before you perform a restore, the features that the agent offers when
restoring from a brick level backup, and the procedure for how to perform a brick
level restore.

Brick Level Restore Prerequisites

To perform a Brick Level restore, you must first meet the following prerequisites:
■ The Exchange Server must be running and the storage groups, mailbox
stores, and mailboxes that you are restoring to must already exist (they are
not created during the restore process).

■ If you are restoring to a mailbox, it cannot be disabled


■ The account you are using to restore must meet the backup agent service
account requirements for the machine you are restoring to. For information
on these requirements, see Backup Agent Service Account Requirements for
Brick Level Restore (see page 115).

More information:

Backup Agent Service Account Requirements for Brick Level Restore (see page
115)

Brick Level Restore Sets

To restore a folder or mailbox, you must select the object you want to restore in
all of the sessions that, when combined, completely restore the folder or
mailbox. These sessions are called your restore set.

116 Agent for Microsoft Exchange Server Guide


How to Perform Brick Level Restores on Exchange 2000 and Exchange 2003 Systems

The number of sessions in your restore set depends on the backup methods you
used:
■ If you backed up your folder or mailbox using only the full backup method,
your restore set includes only this full session.

■ If you backed up your folder or mailbox using both full and incremental
backups, your restore set includes your full session and at least one, but up
to as many incremental sessions as you want to include. For example, in the
following backup scenario, your restore set can be full and incremental 1, full
and incremental 1 and 2, full and incremental 1, 2, and 3, or full and
incremental 1, 2, 3, and 4:
Full Incremental 1 Incremental 2 Incremental 3 Incremental 4

■ If you backed up your folder or mailbox using both full and differential
backups, your restore set includes your full session and one differential
session. For example, in the following backup scenario, your restore set can
be full and differential 1, full and differential 2, full and differential 3, or full
and differential 4:
Full Differential 1 Differential 2 Differential 3 Differential 4

Brick Level Restore Options

When you create a restore job, a conflict may occur if a version of what you are
restoring already exists on your destination server. To prepare for this situation,
you can choose a conflict resolution restore option. To select a restore option,
right-click Microsoft Exchange Server-Brick Level and select Agent Option.

Select one of the following conflict resolution options:


■ Never overwrite original message--Do not delete original messages and
always restore as copies. Use this option if you are restoring to an empty
folder in the original location or an alternative location.
■ Overwrite original message if changed--Delete only the original
messages that have been modified since they were backed up. Do not delete
original messages and always restore as copies. Use this option if you are
restoring to an empty folder in the original location or an alternative location.

Chapter 5: Performing Document Level Backups and Restores 117


How to Perform Brick Level Restores on Exchange 2000 and Exchange 2003 Systems

■ Always overwrite message--Delete original messages.


■ Never overwrite original message if changed--Do not delete original
messages and always restore as copies those messages that have been
modified since they were backed up. Because messages that have not been
modified are skipped, this option is faster than the Restore as Copy option.

Note: When a message is restored, a new message ID is created and


assigned to it. Consequently, if you restore from one backup multiple times,
you will see duplicated messages even if you selected to overwrite the
original.

Perform a Brick Level Data Restore

Use the following procedure to restore data that was backed up using a version
of the agent that supported brick level backup.

To restore brick level backup data

1. From the CA ARCserve Backup Home Page, select Restore from the Quick
Start menu.

The Restore Manager window opens.

2. From the Restore Manager window, select Restore by Tree in the drop-down
box underneath the Source tab.

3. Expand the server you are restoring from, expand the Microsoft Exchange
Server – Brick Level object, and select the folders that you want to restore.

Be aware of the following behaviors:

■ When you select a folder, an object is displayed in the top right-pane.


This represents the folder you selected to restore and all of its contents.
You do not need to select this object because it is automatically selected
for you.
■ Special mailboxes, such as Mail Connectors, System Attendant, Internet
Mail Service, and MS Schedule+, cannot be selected for restore. These
are special system mailboxes and should not be restored.

4. Click Version History, select a backup version for this session, and click
Select.

5. Choose a restore option. To do this, right-click Microsoft Exchange - Brick


Level, select Agent Option, select a restore option, and click OK. For more
information about restore options, see Brick Level Restore Options (see
page 117).

118 Agent for Microsoft Exchange Server Guide


How to Perform Brick Level Restores on Exchange 2000 and Exchange 2003 Systems

6. Click the Destination tab. You can restore folders to their original location
(default) or you can restore the folders to an alternative location (includes
restoring a folder to a different mailbox on the same or different server).

7. If you want to restore to an alternative location, remove the check mark


from the Restore files to their original locations check box, verify MS
Windows System is selected in the Destination field, expand the Windows
Systems object (if you do not have the Universal Agent installed, expand the
Network object), expand the server you want to restore to, expand the
Microsoft Exchange Server – Brick Level object, and select where you want
to restore to.

8. Click Submit.

The Session User Name and Password dialog opens.

9. When the Session User Name and Password dialog opens, verify or change
the user name and password for the destination Exchange Server. To change
the user name or password, select the session, click Edit, make your
changes, and then click OK.

Note: The user name must be entered in the following format:

Domain\Username

10. Click the DBAgent tab and verify or change the user name and password for
the backup agent service account. This account must meet the requirements
for the Exchange Server you are restoring to. For information on these
requirements, see Backup Agent Service Account Requirements for Brick
Level Restore (see page 115).

Note: The user name must be entered in the following format:

Domain\Username

11. Click OK.

12. When the Submit Job dialog opens, select Run Now to run the job
immediately, or select Run On and select a future date and time when you
want the job to run.

Enter a description for your job and click OK.

The brick level restore job is submitted.

More information:

Brick Level Restore Options (see page 117)


Backup Agent Service Account Requirements for Brick Level Restore (see page
115)

Chapter 5: Performing Document Level Backups and Restores 119


Chapter 6: Using Best Practices
This section recommends best practices for using CA ARCserve Backup Agent for
Microsoft Exchange Server.

This section contains the following topics:

General Recommendations (see page 121)


Installation Recommendations (see page 121)
Exchange Server Configuration Recommendations (see page 123)
Backup Recommendations (see page 123)
Restore Recommendations (see page 127)
Backup and Restore Test Strategies (see page 128)
Using the Disaster Recovery Option with the Agent (see page 129)

General Recommendations
Consider the following best practices when using the agent.

Technical Resources

The Microsoft web site offers numerous technical resources for Exchange Server,
including books, downloadable Help files, and software development kits. You
should read these documents, especially white papers about disaster recovery
for Microsoft Exchange Server. The more informed you are about Exchange
Server, the more you can apply your knowledge to maximize data protection
when using the agent.

Logs in the Event Viewer

In addition to monitoring the CA ARCserve Backup Activity log for events that
may occur when using the agent, you should also monitor the logs in your
Windows Event Viewer, especially the Application log and System log. The
Application log includes internal Exchange Server events and the System log
includes Windows events.

Installation Recommendations
Consider the following best practices when installing the agent.

Chapter 6: Using Best Practices 121


Installation Recommendations

Product Recommendations

CA ARCserve Backup offers agents and options that let you protect all of the
servers in your Exchange Organization. These servers include your Exchange
Servers and domain controllers.

Note: It is important to protect your domain controllers since they include the
Active Directory containers, which hold user, mailbox, and public folder
information.

To maximize your Exchange Server protection, use all of the following solutions
on each of your Exchange Servers:
■ CA ARCserve Backup Agent for Microsoft Exchange Server--Includes
Database Level and Document Level backup and restore. Database Level
backup and restore protects the Exchange Server database and logs.
Document Level backup and restore, which is only available with this agent,
eases and expedites many administrative tasks and maximizes flexibility by
offering the most granular level of restore.

■ CA ARCserve Backup Client Agent for Windows--Protects files and


system state, including Active Directory. It is important to protect the Active
Directory because it stores mailbox and user information.

Note: In addition to using the CA ARCserve Backup Client Agent for


Windows on all of your Exchange Servers, also use it to protect all of your
domain controllers.
■ CA ARCserve Backup Disaster Recovery Option--In the event of a
disaster, the CA ARCserve Backup Disaster Recovery Option recovers the
machine to the last full backup state. Install the CA ARCserve Backup
Disaster Recovery Option on all servers you will use to back up your
Exchange Servers and domain controllers.

You do not need to install the following application to effectively protect


Exchange Server data:
■ CA ARCserve Backup Agent for Open Files--CA ARCserve Backup Agent
for Open Files is beneficial when you want to protect files that are open or in
use by active applications. Because the CA ARCserve Backup Agent for
Microsoft Exchange Server is an application-specific agent, dedicated to
protecting Microsoft Exchange, it offers a complete and robust solution that
encompasses all the features offered by CA ARCserve Backup Agent for Open
Files.

Load Reduction

If you have the network infrastructure to support high performance remote


backups, install the Backup Manager on a different server than your Exchange
Server. This reduces the load on the Exchange Server.

122 Agent for Microsoft Exchange Server Guide


Exchange Server Configuration Recommendations

Exchange Server Configuration Recommendations


Consider the following best practices for configuring your Exchange Server.

Circular Logging

Circular Logging must be disabled to take advantage of incremental and


differential backups. If Circular Logging is not disabled and you submit an
incremental or differential backup, the agent automatically converts the backup
to full.

Although Circular Logging decreases the amount of disk space you use, it does
not let you recover all changes since your last backup because it only maintains
a small number of log files. Consequently, you cannot take advantage of the
benefits of using a transaction-based system and you cannot completely recover
if something goes wrong with the system. If you want to conserve disk space,
perform regular backups rather than using Circular Logging because backups
automatically remove transaction log files.

For more information about Circular Logging, see the Administration Guide.

Transaction Log Space

Make sure that you have enough space on your Exchange Server in case you
want to restore transaction logs. Leave at least twice the amount of space that
you expect your transaction logs to use. In addition, if you intend to restore
Database or Document Level backups, you should leave enough space to
accommodate the size of the backups because the size of the database file may
increase during the restore.

Backup Recommendations
Consider the following best practices for backing up your Exchange Server.

Chapter 6: Using Best Practices 123


Backup Recommendations

Online Backup Use

Always perform online backups. This lets you back up Exchange Server
databases without shutting them down and losing work time. If you do not
perform online backups, not only do you lose valuable work time, but you also
run the risk of making costly errors since offline backups are detailed and
labor-intensive. When you perform online backups, the agent manages files for
you. When you perform offline backups, you must do all of the work yourself. In
addition, if you perform offline backups, there is no process for validating the
checksum on each page of the database so you cannot detect corruptions and
check the integrity of the database.

Media Integrity

Use the global option Calculate and Store CRC Value on Backup Media when
creating your backup job. Afterwards, scan your media with CRC verification to
ensure the media integrity.

Database Level Backup Strategies

There are many factors that contribute to your backup strategy--backup window
size, restore window size, server and storage hardware, the amount of available
media, media retention time, network bandwidth, server load, and the size of
your databases. Consequently, the backup strategy that you should use depends
on your environment and physical hardware.

When determining a backup strategy, you must first assess the amount of time
your organization has available each week for backing up your Exchange Server.
When doing so, remember that the most time-consuming aspect of performing a
restore is replaying the log files. Depending on how often you perform full
backups, it can take several hours to replay log files on large servers during a
restore because every transaction that has occurred since the last backup must
be scanned. In addition, the speed at which transaction log replay occurs varies,
depending on the type of transactions that must be replayed. Perform a test
restore of your log files to get a more accurate estimate of how long it will take.

124 Agent for Microsoft Exchange Server Guide


Backup Recommendations

After you determine the size of your restore window, you must consider the
affect that your environment and resources will have on your backup strategy:
■ In an environment that has mission-critical data with minimal restore
windows, you should perform full backups nightly (or during the hours your
server is least active) and incremental backups at mid-day (or during a low
production period during the day that is evenly spaced from your full
backups).
■ If media usage is a major factor in your backup strategy, either perform full
backups daily or full alternating with differential backups daily.
■ In an environment that has non mission-critical data with less aggressive
restore windows, you should perform a full backup at least once a week and
perform incremental or differential backups on the other days.

In Exchange Server 2007 CCR and Exchange Server 2010 Database Availability
Group (DAG) environments, you should use the default backup source to avoid
affecting the performance of live databases. By default, the database is backed
up from the replica, and the agent backs up from the active database only if no
healthy replica is available. In Exchange Server 2010 environments, if more than
one replica for a database exists, the default order for replica selection is based
on the database copy activation preference. The first copy is used first.

The following chart includes examples of a few backup strategies and their
advantages and disadvantages. Although, for maximum protection, you should
perform daily full and incremental backups, for maximum protection, you can
customize your backup strategy to suit your organization’s needs. The only
requirement is that you minimally perform daily backups on work days with a full
backup once a week.

Backup Strategy Advantages Disadvantages

Daily full and High frequency High media usage


incremental backups* of protection
Short restore
window

Daily full backups Good frequency High media usage


of protection
Short restore
window

Daily backups with a Good frequency Varying restore window


full at least once a week of protection
Less media
usage

* Schedule full and incremental backups approximately 12 hours apart.

Chapter 6: Using Best Practices 125


Backup Recommendations

Document Level Backup Strategies

Although it is important to consider all of these factors, for Document Level


backups, the two most important factors are typically tape usage and the
amount of time available for your backups. The following recommendations are
based on these two factors. If other factors are more important in your
environment, adjust your backup strategy accordingly.

The first task you must perform when determining a backup strategy is to assess
the amount of time your organization has available each week for backing up
your Exchange Server. Next, perform a backup of your Exchange Server using
Document Level backup to ascertain how long the backup job will take. Finally,
use this information to determine the most efficient way of backing up your
Exchange Server within the time available to you.

If your organization’s backup schedule allows you to perform a full backup at


least one day a week, perform daily differential backups with one full backup a
week.

If you want to distribute the full backup throughout the week, perform a full
backup of only one storage group per day and rotate which storage group gets
the full backup. Back up all other storage groups using differential backups.

Document Level Backup and Restore Performance Tuning

To maximize performance when using Document Level backup and restore:


■ Increase the value of the Number of Threads configuration setting and
decrease the value of the Thread Priority configuration setting. This
combination increases performance and minimizes the impact on your
server.

■ Enable multiplexing to take advantage of high performance devices. Because


destination devices are faster than a single Document Level backup stream,
multiplexing decreases backup time by dividing your backup jobs into
several sub-jobs that run simultaneously to the same device.

If you enable multiplexing and also want to increase the value of the Number
of Threads configuration setting, keep in mind that the Number of Threads
value is per each backup stream. Therefore, the actual number of threads
running on a system is the number of streams multiplied by the number of
threads. As a result, leveraging multiplexing before leveraging the Number
of Threads is optimal. For example, on a four processor machine with four
storage groups, a total of six to eight threads is recommended. These
threads should be configured as two threads per each storage group,
resulting in four multiplexing streams. Because storage groups are
independent resources, it is better to increase the level of streams with
multiplexing than to increase the Number of Threads and sequentially back
up one storage group at a time.

126 Agent for Microsoft Exchange Server Guide


Restore Recommendations

■ Enable the Complete Messaging Single Instance Storage configuration


option. This option checks to see if attachments and messages have already
been backed up and backs up only one copy, eliminating the need to back up
an attachment or message each time it is referenced. This can significantly
decrease the size of your backups.
■ If you are creating a short backup job or do not need an estimate of how long
the job will take, enable the Disable File Estimate global option to save time.

■ Use incremental and differential backup methods to back up only the data
that has changed since your last full or incremental backup. This saves time
by backing up only changed data rather than backing up all of your data.
■ Use backup filters. This lets you exclude unwanted and large amounts of
data from your backup jobs.

■ If media usage is a major factor in your backup strategy, either perform full
backups daily or full alternating with differential backups daily.
■ In an environment that has non mission-critical data with less aggressive
restore schedules, you should perform a full backup at least once a week and
perform incremental or differential backups on the other days.

Restore Recommendations
Consider the following best practices for restoring the Exchange Server.

General Restore Strategies

Perform a test restore to a backup server at least once a month and make sure
the restored database is functioning properly.

For more information about how to perform test restores on Exchange 2000 and
2003 Server systems, see Perform a Database Level Test Restore to an
Alternative Location. For more information about how to perform test restores on
Exchange Server 2007 and 2010 systems, see Perform a Database Level Test
Restore to an Alternative Location.

Document Level Restore Strategies

If you are restoring to an original location that contains existing data, select the
conflict resolution option, Overwrite only when modified. If you are restoring
to an original location in an empty folder or an alternative location, select the
conflict resolution option, Restore as copy.

Chapter 6: Using Best Practices 127


Backup and Restore Test Strategies

Backup and Restore Test Strategies


After you have developed backup and restore strategies, you need to test them
to ensure that they work satisfactorily. You can perform backup tests on a
production system; however, you should perform recovery tests on a test
system that closely mimics the production system before applying your backup
and restore strategies to the product system.

You should perform a test restore to a backup server at least once a month and
make sure the restored database is functioning properly. This lets you test your
backup and restore strategies to assess whether you are backing up your system
accurately and to prepare for a possible disaster.

For information about how to perform test restores on Exchange Server 2000
and 2003 systems, see Perform a Database Level Test Restore to an Alternative
Location.

For information about how to perform test restores on Exchange Server 2007
and 2010 systems, see Perform a Database Level Test Restore to an Alternative
Location.

Note: Exchange Server 2003 and 2007 have a recovery storage group and
Exchange Server 2010 has a recovery database, both of which can be used to
test restores. However, you should still practice restoring your entire Exchange
Server to a test server.

128 Agent for Microsoft Exchange Server Guide


Using the Disaster Recovery Option with the Agent

Using the Disaster Recovery Option with the Agent


Planning your backup methodology is critical for protecting your Exchange
Server 2007 and 2010 systems against failures, and for quick recovery of your
server in case of disaster.

The following process assumes you have a Windows server running Exchange
Server 2007 or 2010 and some Exchange Server Databases are running. A
disaster occurs and it is necessary to rebuild the entire server.

Important! Before performing disaster recovery, ensure you have the most
recent full backup of the Exchange Mailbox Server and the most recent database
level full backups for all mailbox databases and public folder databases.

1. If the Active Directory server was destroyed, perform disaster recovery of


AD server first. For more information, see the CA ARCserve Backup Disaster
Recovery Option Guide.

2. Perform disaster recovery of the Exchange Server.

3. Perform database level restores of all mailbox databases and public folder
databases. For more information, see the section, Performing Database
Level Backups and Restores (see page 43).

Note: If you are running Exchange Servers in cluster environments, perform


database level restores of mailbox and public folder databases according to your
particular configuration.

You may receive the following error:

AE9650 The volume shadow service provider has reported a bad state for the
operation.

If so, perform the following steps using the CA ARCserve Backup Disaster
Recovery Option Wizard

1. Perform Disaster Recovery to recover the Exchange 2007 Server.

2. Use the CA ARCserve Backup Agent for Microsoft Exchange to restore all
storage group database data to an alternate location. Make sure the option,
Run recovery after restore is disabled.

3. Log in to the Exchange Server with the Mailbox role installed and stop the IS
(Information Store) service.

4. Navigate to the Storage Group folder, delete the *.chk, *.log, and *.edb
files. If your Exchange server has more than one storage group, repeat the
delete operation for all storage groups.

5. On the alternate location used in Step 2, copy the *.chk, *.log, and *.edb
files restored there to their original location.

6. Restart the IS service.

Chapter 6: Using Best Practices 129


Appendix A: Troubleshooting
This section provides troubleshooting information to help you identify and
resolve problems that you may encounter when using the CA ARCserve Backup
Agent for Microsoft Exchange Server. To help you quickly find the information
you need, this section lists some error messages and possible reasons and
solutions for these messages.

This section contains the following topics:

Activity Log (see page 131)


I Cannot Determine How Much Space is Saved Using Complete Single Instance
Storage (see page 132)
I Cannot Determine if I Need to Perform a Database Level Backup (see page 132)
I Cannot Determine if I Can Perform a Database Level Backup at the Same Time
as a Document Level Backup (see page 133)
I Cannot Determine the Purpose of the M Drive (see page 133)
I Cannot Browse Mailboxes Under Document Level (see page 134)
I Cannot Reply to eMails Sent from a Restored Mailbox (see page 134)
Exchange Server Errors (see page 135)
Information for Customer Support (see page 141)

Activity Log
Many of the actions to resolve error conditions advise you to check the CA
ARCserve Backup Activity log. The Activity log contains comprehensive
information about the operations performed by CA ARCserve Backup. It provides
an audit trail of all CA ARCserve Backup activity for every job that is run. You can
scan this log whenever necessary to see if any errors have occurred. The log is
available from the Job Status Manager. For more information about using the
Activity log, see the Administration Guide.

Appendix A: Troubleshooting 131


I Cannot Determine How Much Space is Saved Using Complete Single Instance Storage

I Cannot Determine How Much Space is Saved Using


Complete Single Instance Storage
Valid on all Exchange Server systems.

Symptom:

After I back up data using Single Instance Storage, I cannot determine how
much space is saved.

Solution:

After you submit your backup job, you can go to the Job Status Manager and
double-click the active job to view real-time job properties. If you have Complete
Messaging Single Instance Storage enabled, all of the fields related to size will
reflect the size prior to single instance storage optimization. The actual size of
the backup after single instance storage optimization opens in the Activity Log
and is labeled ―(xx)MB Written to Media."

I Cannot Determine if I Need to Perform a Database Level


Backup
Valid in all Exchange Server systems.

Symptom:

I cannot determine if I need to perform database level backups when I perform


document level backups.

Solution:

You should perform a perform database level backups before you perform
document level backups. Database level backup is the fundamental backup for
your Exchange Server, and you should always use it regardless of whether you
use one of the other granular backup types. You can use database level backups
to restore Exchange Server in the event of a system failure, database corruption,
or disaster recovery situation.

132 Agent for Microsoft Exchange Server Guide


I Cannot Determine if I Can Perform a Database Level Backup at the Same Time as a Document Level
Backup

I Cannot Determine if I Can Perform a Database Level


Backup at the Same Time as a Document Level Backup
Valid in all Exchange Server systems.

Symptom:

I cannot determine if I can perform database level backups at the same time as
document level backups.

Solution:

You can perform a Database Level and Document Level backup at the same time.
You can also perform multiple Document Level backups at the same time, and
you can perform multiple Database Level backups at the same time by running
up to one job for each storage group.

I Cannot Determine the Purpose of the M Drive


Valid in all Exchange Server systems.

Symptom:

I cannot determine the purpose of the M drive and do not know if it needs to be
backed up.

Solution:

The M drive (ExIFS) is a virtual drive that exposes Exchange Server 2000
mailboxes and public folders. It is simply a view of Exchange Server 2000 and
not a physical drive, so you do not need to back it up, which is why it is skipped
when you perform a backup job using the Client Agent for Windows.

Appendix A: Troubleshooting 133


I Cannot Browse Mailboxes Under Document Level

I Cannot Browse Mailboxes Under Document Level


Symptom

I cannot browse mailboxes under document level.

Valid on Exchange Server 2010 systems running on Windows Server 2008 R2


x64

Solution

Do the following:

1. Log in to the Exchange Server 2010 server.

2. Install the latest MAPI package.

3. Open the Windows Registry Editor.

4. Locate the following key:


HKEY_LOCAL_MACHINE/Software/Wow6432Node/Microsoft/Windows
Messaging Subsystem

5. Add the following values:

String Value: ProfileDirectory

Value Data: Path to a normal directory that exists on file system, such as
C:\Temporary

6. Restart the Exchange Server 2010 server.

I Cannot Reply to eMails Sent from a Restored Mailbox


Symptom
Unable to reply to emails sent from a restored mailbox.

Valid on Microsoft Exchange Server 2010

If a mailbox was removed from the Exchange Server and restored using the
Document Level Agent Options, "Create mailboxes if specified mailboxes do not
exist" and "Create user if not existing", users cannot reply to emails sent from
the restored user.

Solution:

Create new emails instead of replying to old ones.

134 Agent for Microsoft Exchange Server Guide


Exchange Server Errors

Exchange Server Errors


For additional information on any Exchange Server error, check the Event Log on
the Exchange Server or see the Microsoft web site.

Exchange Agent Does Not Display When You Browse the Server

Valid on Exchange Server 2000, 2003, 2007 and 2010 systems.

Symptom:

When you attempt to browse the Exchange Server system, the Exchange Agent
object does not display in either the Backup Manager or Restore Manager
window.

Solution:

The Agent service is not running. Start the Universal Agent service. To restore
Brick Level data that was backed up using Exchange Server 2000 and 2003, you
should also start the CA ARCserve Backup Agent RPC Server service.

Appendix A: Troubleshooting 135


Exchange Server Errors

Unable to Create the User Account, Create the Mailbox, or Finalize the Mailbox

Valid on Exchange Server 2000, 2003, 2007 and 2010 systems.

Symptom:

When performing a Document Level restore with a new user and mailbox
creation, the agent:
■ Creates a basic user with minimal rights in the Users container of Active
Directory.
■ Creates a mailbox for the user.
■ Sends a request to the recipient update service and sends a message to the
mailbox to finalize it.

If all three of these steps are successful, you can view the mailbox in the
Exchange System Manager. If any of these steps fail, the mailbox will not
restore.

Solution:

There are several reasons why these steps may fail. Each reason, and the action
you can take to resolve the error, is described below.
■ The user account creation failed because the backup agent service account
does not have enough rights to create a new account.

Ensure that your backup agent service account has the appropriate rights
assigned to it. For information on these requirements, see Backup Agent
Service Account Requirements for Document Level Backup and Restore (see
page 91). Also, make sure that the backup agent service account is assigned
membership to a group that has permissions over the Users container in
Active Directory. For example the Account Operators group has these
permissions by default.

■ The user account or mailbox creation failed because the global catalog server
could not be contacted or a Windows application or system error occurred.

Check the Event Viewer Application Log and System Log for recent errors.
Also, check the agent logs DBAEXCUserSummary.log and WinUserUpd.log.

■ The mailbox creation failed because a disabled mailbox with the same name
already exists.

Check the Exchange System Manager to determine if there is a disabled


mailbox with the same name. If you recently deleted a user account
associated with the mailbox you are trying to restore, use the Run Cleanup
Agent feature in the Exchange System Manager and purge the mailbox.

136 Agent for Microsoft Exchange Server Guide


Exchange Server Errors

■ The mailbox finalization failed because the Recipient Update Service failed to
update the mailbox.

Make sure that the Recipient Update Service is able to finalize mailboxes
when an update is called. You may have to rebuild the Recipient Update
Service if it is not performing properly. For more information on the Recipient
Update Service, see the Microsoft documentation.

■ The mailbox finalization failed because of Active Directory replication delays


or Exchange Server cache delays. This failure can occur even if the user or
mailbox was successfully created.

In multi-domain controller environments or large Exchange Organizations,


there may be delays before you can use the mailbox. If mailbox finalization
fails, verify that the account appears in the Global Address List. If it appears
in this list, repackage the failed mailbox with user and mailbox creation
selected and run the job when the mailbox appears in the Exchange System
Manager.

Authentication Errors Occur when Configuring the Brick Level Agent

Valid on Exchange Server 2000 and 2003 systems.

Symptom:

On Exchange Server 2000 and Exchange Server 2003 systems, authentication


errors occur when configuring the Brick Level agent. As a result, CA ARCserve
Backup cannot create or verify the agent account.

Solution:

There are several reasons why CA ARCserve Backup cannot verify or create the
agent account. Various reasons, and the corrective actions you can take to
resolve each problem are described below:
■ The account that you are trying to verify does not have all of the necessary
privileges, groups, and rights.

To remedy this problem, ensure that all of the requirements for the Backup
Agent service account are satisfied. You can use the Exchange Agent Brick
Level Configuration utility to create the backup agent service account and
mailbox account automatically by enabling the Create a new account
feature. When you use this utility, all of the necessary privileges, groups,
and rights are applied.

Note: For more information, see Create or Verify a Brick Level Account (see
page 27).

Appendix A: Troubleshooting 137


Exchange Server Errors

■ The account that you are trying to verify does not have a mailbox on the
Exchange Server that you are configuring.

To remedy this problem, create a new account and specify the mailbox
location as the local Exchange Server. You can use the Exchange Brick Level
Agent Configuration utility to create this account automatically by enabling
the Create a new account feature.

Note: For more information, see Create or Verify a Brick Level Account (see
page 27).

■ Your mailbox name is not unique.

A name is unique when it does not exist in the organization as a subset of


characters in another mailbox name. For example, you cannot use the name
Admin, if there is a mailbox named Administrator in your organization.

To remedy this problem, create a new user with a unique mailbox name.

■ The Windows API that is called during verification requires that the account
used to run the Exchange Brick Level Agent Configuration has the ―act as
part of the operating system‖ privilege assigned to it.

To remedy this problem, log in to the machine as the account that you want
to verify and run the configuration.

■ The Windows Active Directory and Exchange Server caches may not have
propagated a newly created user.

Propagating a newly created user can take minutes or hours depending on


your domain configuration and traffic.

To remedy this problem, wait a few minutes longer.

■ The mailbox is not finalized and ready for use. On Exchange Server 2000,
this may be because the Recipient Update Service (RUS) has not completed
the mailbox.

To remedy this problem, log in to the mailbox or send mail to it to complete


a newly created mailbox. On Exchange Server 2000, you can force the RUS
to update the mailbox so that it can be used immediately. To do this, open
the Microsoft Exchange System Manager, expand the Recipients object in
the left pane, and select Recipient Update Services. When you select this,
your organization’s recipient update services are displayed in the right pane.
Right-click each service and select Update Now.

■ The user or mailbox information that you entered is incorrect.

To remedy this problem, ensure that you enter the correct user name,
password, and alias name for your mailbox.

138 Agent for Microsoft Exchange Server Guide


Exchange Server Errors

■ A conflicting or incomplete Mapisvc.inf exists on the Exchange Server. This


can occur if you have a messaging client installed that is creating ts own
version of Mapisvc.inf.

To remedy this problem, find all copies of Mapisvc.inf on your Exchange


Server and ensure that the most complete and accurate version is in the
windows\Systerm32 folder. If you need to make changes to Mapisvc.inf, first
back up all copies of the file and see the Microsoft Q Article 294470 on the
Microsoft web site for information on adding entries for Exchange Services.

Appendix A: Troubleshooting 139


Exchange Server Errors

VSS Errors Occur on Windows Server 2008 Systems

Valid on Windows Server 2008 platforms.

Symptom:

Database level backup jobs complete successfully and Windows Event ID 8194
appears in Windows Event Viewer.

Environment:

Microsoft Exchange Server 2007 is installed on a Windows Server 2008 x64


system.

Solution:

Event ID 8194 relates to Volume Shadow Copy Service errors.

For more information, see the Microsoft support website. You can eliminate the
error condition by adding the access permissions for the Network Service
account to the COM Security of the affected server. To add the access
permissions for the Network Service account, do the following:

1. From the Start Menu, select Run

The Run dialog opens.

2. In the Open field, input dcomcnfg and click OK.

The Component Services dialog opens.

3. Expand Component Services, Computers, and My Computer.

Right-click My Computer and click Properties on the pop-up menu.

The My Computer Properties dialog opens.

4. Click the COM Security tab.

Under Access Permission click Edit Default.


The Access Permissions dialog opens.

5. From the Access Permissions dialog, add the Network Service account with
Local Access allowed.

6. Close all open dialogs.

7. Restart the computer.

140 Agent for Microsoft Exchange Server Guide


Information for Customer Support

CA ARCserve Backup Creates Duplicate Messages When Restoring Data

Valid on all Exchange Server systems.

Symptom:

CA ARCserve Backup duplicates messages when you restore a document to the


same location using the Overwrite conflict resolution option.

Solution:

This is expected behavior. When you restore a message, a new message ID is


created and assigned to the message. Consequently, if you restore data from on
backup multiple times, you will see duplicated messages.

Information for Customer Support


If you need to contact CA support for assistance with Exchange Server 2000,
Exchange Server 2003, Exchange Server 2007 and Exchange Server 2010, use
the following registry keys to gather the information that Customer Support will
need to help resolve your issues:

Database Level Backup and Restore

HKEY_LOCAL_MACHINE\SOFTWARE \ComputerAssociates\CA ARCserve Backup\


ExchangeDBAgent\Parameters

Value Name: Debug


Value Type: REG_DWORD
Value Data: 0(off), 1(default), 5(verbose)
Results: dbaexdb*.log & dbaexdb*.trc, in Exchange agent DBLOG directory

If the trace files grow too large or too many, you can use the following registry
values to reduce the size and file count:
Value Name: MaxLogSize
Value Type: REG_DWORD
Value Data: size of each trace file in MB
Result: As soon as the size is reached, a new trace file will be generated.

Value Name: MaxLogCount


Value Type: REG_DWORD
Value Data: Number of log files
Results: After the maximum number of log file reaches this value, the oldest log file is deleted and a new log file is
created.

Note: You can change the registry values listed above using the Exchange agent
configuration utility. You do not need to restart the Universal Agent service.

Appendix A: Troubleshooting 141


Information for Customer Support

Document Level Backup and Restore

For Exchange Server 2000 and 2003, the registry path is as follows:

HKEY_LOCAL_MACHINE\SOFTWARE\ComputerAssociates\CA ARCserve
Backup\ExchangeDocumentAgent\Parameters

For Exchange Server 2007 and 2010, the registry path is as follows:

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\ComputerAssociates\CA ARCserve
Backup\ExchangeDocumentAgent\Parameters

Value Name: Debug


Value Type: REG_DWORD
Value Data: 0(off), 1(default), 5(verbose)
Results: Expaadp*.log & expaadp*.trc, in Exchange agent LOG directory

Note: You can change the debug level using the Exchange agent configuration
utility. You do not need to restart the Universal Agent service.

If the size of the trace files grows too large, you can create and configure the
following registry values to reduce the size:

Value Name: MaxLogSize


Value Type: REG_DWORD
Value Data: size of each trace file in MB
Result: As soon as the size is reached, a new trace file will be generated.

Value Name: DeleteLogFile


Value Type: REG_DWORD
Value Data: 0, 1
Results: 0: When a new trace file is generated, the previous trace file will NOT be deleted. 1: When a new trace
file is generated, the previous trace file will be deleted.

Brick Level Restore

For brick level restore, the registry path is as follows:

HKEY_LOCAL_MACHINE\SOFTWARE\ComputerAssociates\CA ARCserve
Backup\DSAgent\CurrentVersion\agent\dbaxchg2

Value Name: Debug


Value Type: REG_DWORD
Value Data: 0(off, default)-3(on,verbose)
Results: Dbaxchg2.log & dbaxchg2*.trc, in Exchange agent directory

Note: Restart the CA ARCserve Backup Agent RPC Server service.

142 Agent for Microsoft Exchange Server Guide


Appendix B: Setting Up a Backup Agent
Service Account
After you install the CA ARCserve Backup Agent for Microsoft Exchange, you
must set up a backup agent service account on your Exchange Server. The
backup agent service account grants the agent the authority to communicate
with the Exchange Server.

This section contains the following topics:

How to Set Up Your Backup Agent Service Account (see page 143)
Set Up Your Backup Agent Service Account (see page 145)
Set Up Groups (see page 151)
Delegate Roles (see page 154)
Additional Configuration Considerations (see page 158)

How to Set Up Your Backup Agent Service Account


Before you can set up your backup agent service account, you must perform the
following tasks:

1. Determine your backup agent service account requirements.

Note: For more information, see Backup Agent Service Account


Requirements Overview (see page 144).

2. Determine your tasks.

Note: For more information, see Task Requirements (see page 144).

3. Determine your environment.

Note: For more information, see Implementation Considerations (see


page 144).

4. Set Up Your Backup Agent Service Account (see page 145).

Appendix B: Setting Up a Backup Agent Service Account 143


How to Set Up Your Backup Agent Service Account

Backup Agent Service Account Requirements Overview

The requirements for your backup agent service account depend on the type of
backup and restore you will be using (database level, document level, or both).
To determine these requirements, see information about backup agent service
account requirements in the chapters ―Performing Database Level Backups and
Restores,― or ―Performing Document Level Backups and Restores.―

Note: If you plan on using more than one type of backup and restore (for
example, both database level and document level), your backup agent service
account must meet the requirements for all types. Document level backup and
restore requirements include all of the requirements for database level backup
and restore.

Task Requirements

After you decide on your backup agent service account requirements, you must
determine your tasks.

Depending on your requirements, you must perform one or more of the following
tasks:
■ Create a user account
■ Create a mailbox
■ Create groups
■ Delegate roles

Implementation Considerations

Each task you must perform to manually set up your backup agent service
account depends on one or more of the following factors:
■ The version of Exchange Server you are using:

– Exchange Server 2000

– Exchange Server 2003

– Exchange Server 2007

– Exchange Server 2010

144 Agent for Microsoft Exchange Server Guide


Set Up Your Backup Agent Service Account

■ The version of Windows you are using:

– Windows 2000

– Windows Server 2003

– Windows Server 2008

– Windows Server 2008 R2

■ The type of server you are using:

– Domain controller

– Member server

Set Up Your Backup Agent Service Account


To set up your Backup Agent Service Account

1. Set up user accounts.

2. Set up mailboxes.

3. Set up groups.

4. Set up roles.

Important! Each task includes different procedures based on the


environment. Select the tasks and environments that match your needs and
use the corresponding procedures to manually set up your backup agent
service account.

Note: For additional configuration considerations, see Additional Configuration


Considerations.

More information:

Create a Domain User on a Windows 2000 and 2003 Server (see page 146)
Create a Mailbox for Exchange 2000 and Exchange 2003 Server (see page 147)
Set Up Groups (see page 151)
Delegate Roles for Exchange Server 2000 and 2003 on a Domain Controller or
Member Server (see page 154)
Additional Configuration Considerations (see page 158)

Appendix B: Setting Up a Backup Agent Service Account 145


Set Up Your Backup Agent Service Account

Create a Domain User on a Windows 2000 and 2003 Server

If you already have a domain account, you do not have to create a user. You can
use the domain account as your backup agent service account. To do this, simply
use your domain account to set up a mailbox, add groups, add rights, and
delegate roles.

To create a backup agent service account

1. On your domain controller, from the Start menu, select All Programs,
Administrative Tools, and select Active Directory Users and Computers.

The Active Directory Users and Computers window opens.

2. When the Active Directory dialog opens, expand the Active Directory Users
and Computer tree and click Users.

3. From the Action menu, select New, User.

4. When the New Object - User dialog opens, in the First name field, enter a
name for your backup agent service account, enter a User logon name, and
then click Next.

146 Agent for Microsoft Exchange Server Guide


Set Up Your Backup Agent Service Account

5. Enter a password, confirm the password, enable the Password never expires
option, and then click Next.

6. Click Finish.

Create a Mailbox for Exchange 2000 and Exchange 2003 Server

To create an Exchange Server mailbox for the backup agent service


account

1. On your domain controller, from the Start menu, select All Programs,
Administrative Tools, and select Active Directory Users and Computers.

The Active Directory Users and Computers window opens.

2. When the Active Directory dialog opens, expand the Active Directory Users
and Computer tree and click Users.

3. From the Action menu, select New, User.

4. When the New Object - User dialog opens, in the First name field, enter a
name for your backup agent service account, enter a User logon name,
and then click Next.

Appendix B: Setting Up a Backup Agent Service Account 147


Set Up Your Backup Agent Service Account

5. Enter a password, confirm the password, enable the Password never


expires option, and then click Next. If you have Exchange Server installed,
the following dialog opens.

6. Make sure the Create an Exchange mailbox option is enabled. In the


Alias field, the User Logon name is automatically displayed. If you want to
change it, enter a new name. In the Server field, select the server you are
going to install on. In the Mailbox Store field, select a mailbox store. Click
Next.

7. Confirm your selections and click Finish.

Note: After you finish creating your backup agent service account and mailbox,
you should log into this account by using Outlook or by sending an email to the
account to finalize the mailbox.

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Set Up Your Backup Agent Service Account

Create a Domain User with a Mailbox for Exchange Server 2007 and 2010

To create domain user with a mailbox for Exchange Server 2007, 2010

1. From the Windows Start menu on your Exchange server system, select
Programs, Microsoft Exchange Server, and Exchange Management Console.

The Exchange Management Console opens.

2. Expand the Recipient Configuration object, select and right-click the Mailbox
object.

From the pop-up menu, select New Mailbox.

The New Mailbox - Introduction dialog opens.

3. From the section Choose mailbox type, select the User Mailbox option
and click Next.

The New Mailbox - User Type dialog opens.

4. From the section New user, select New user and click Next.

The New Mailbox - User Information dialog opens.

Appendix B: Setting Up a Backup Agent Service Account 149


Set Up Your Backup Agent Service Account

5. Complete the fields on this dialog as illustrated by the following:

In the First name field, enter a name for your backup agent service account,
enter a User logon name and password, and then click Next.

The New Mailbox - Mailbox Settings dialog opens.

150 Agent for Microsoft Exchange Server Guide


Set Up Groups

6. Complete the fields on this dialog as illustrated by the following:

Select a Storage Group and a Database for the mailbox, and then click Next.

The New Mailbox - Configuration Summary dialog opens.

7. Verify the configuration summary and click the Back button if you need to
make changes.

8. To complete the configuration, click New and then click Finish.

You have successfully created a domain user with a mailbox on an Exchange


Server 2007 or 2010 system.

Note: After you finish creating your backup agent service account and mailbox,
you should log into this account using Outlook or by sending an email to the
account to verify that the mailbox functions properly.

Set Up Groups
Based on the type of Microsoft Exchange Server that is running in your
environment (member server or domain controller), use one of the following
procedures to set up groups.

Appendix B: Setting Up a Backup Agent Service Account 151


Set Up Groups

Add Groups for all Versions of Exchange Server on a Windows Member Server

To add groups

1. Right-click My Computer and select Manage.

2. When the Computer Management dialog opens, expand the Local Users
and Groups object and click Groups.

3. In the right-pane, double-click Administrators.

4. When the Properties dialog opens, click Add.

5. When the Select Users or Groups dialog opens, in the Look in field, select
the appropriate domain. Next, in the Name column, select the name of your
backup agent service account, click Add, and then click OK.

6. When the Properties dialog reopens, the name of your backup agent service
account is displayed in the Members list. Click OK.

7. When the Computer Management dialog reopens, in the right-pane,


double-click Backup Operators and repeat Steps 4 to 6.

152 Agent for Microsoft Exchange Server Guide


Set Up Groups

Add Groups for all Versions of Exchange Server on a Domain Controller

To add groups

1. On your domain controller, from the Start menu, select All Programs,
Administrative Tools, and select Active Directory Users and Computers.
From the Active Directory Users and Computers dialog, in the right pane,
right-click your new account name and select Properties.

2. When the Properties dialog opens, click the Member Of tab and click Add.

Appendix B: Setting Up a Backup Agent Service Account 153


Delegate Roles

3. When the Select Groups dialog opens, type Domain Admins in the Enter the
object names to select field and click OK.

Note: If your Exchange Server is your domain controller, you must also
select Administrators and Backup Operators.

4. When the Properties dialog reappears, select Domain Admins and click Set
Primary Group. Next, select Domain Users, click Remove, click Yes, and then
click OK.

Delegate Roles
Use one of the following procedures to delegate roles.

Delegate Roles for Exchange Server 2000 and 2003 on a Domain Controller or
Member Server

To assign permissions for the backup agent service account

1. On the Exchange Server, from the Start menu, select All Programs, Microsoft
Exchange, System Manager.

2. When the Exchange System Manager dialog opens, right-click the name of
your organization or Administrative Group and select Delegate control.

3. When the Exchange Administration Delegation Wizard opens, click Next.

154 Agent for Microsoft Exchange Server Guide


Delegate Roles

4. When the Users or Groups dialog opens, click Add.

5. When the Delegate Control dialog opens, in the Group field, click Browse.

6. Enter the name of your Backup Agent System Account and click OK.

Appendix B: Setting Up a Backup Agent Service Account 155


Delegate Roles

7. When the Delegate Control dialog reopens, in the Role field, select
Exchange Full Administrator and click OK.

The name of your account opens in the Users and groups field as shown.

8. Click Next and then click Finish.

You have successfully assigned permissions for the backup agent service
account.

Delegate Roles for Exchange Server 2007 on a Domain Controller or Member


Server-MSExchW

To assign permissions for the backup agent service account

1. On your Exchange server, from the Start menu, select Programs, Microsoft
Exchange Server, and Exchange Management Console.

The Exchange Management Console opens.

156 Agent for Microsoft Exchange Server Guide


Delegate Roles

2. Select and right-click the Organization Configuration object. From the


pop-up menu, select Add Exchange Administrator.

The Add Exchange Administrator dialog opens as illustrated by the following


example:

3. Click the Browse button to browse to and select the user or group to which
you want to assign the role.

4. Select one of the following options:

■ Exchange Organization Administrator role

■ Exchange Server Administrative role

Click Add, and then click Finish.

The permissions are assigned to the backup agent service account.

Appendix B: Setting Up a Backup Agent Service Account 157


Additional Configuration Considerations

Delegate Roles for Exchange Server 2010 on a Domain Controller or Member


Server

In Exchange Server 2010, the procedure is not supported by the interface and
must be performed using the Management Shell. Using the Management Shell,
you must use the Role Based Access Control (RBAC) authorization system to
assign permissions for the backup agent service account.

To delegate roles in Exchange Server 2010

1. From the Exchange Server machine, click Start, Programs, Microsoft


Exchange Server 2010, Exchange Management Shell.

The Exchange Management Shell opens.

2. Type the following command to add a mailbox as a member of a role group:

Add-RoleGroupMember <"role group name"> -Member <"member">

The permissions are assigned to the backup agent service account.

Example

In the following command, the mailbox, "exchagent" is added to the role group,
"Organization Management", and inherits all access rights associated to that
group.

Add -RoleGroupMember "Organization Management" -member "exchagent"

Additional Configuration Considerations


The following sections include additional configuration considerations,
depending on your environment.

Member Server Considerations

If your Exchange Server is on a member server, you may need to add the backup
agent service account to the same groups and rights on the domain controller,
depending on the domain controller security policies and security settings.

Multiple Domain Considerations

If your Exchange Server is running on a network that has multiple domains and
you want to create the backup agent service account in a different domain than
the domain where your Exchange Server is located, add the groups and rights in
both domains.

158 Agent for Microsoft Exchange Server Guide


Additional Configuration Considerations

Grant Additional Rights on Exchange 2000 Server

Exchange Server 5.5 included a Service Account that allowed unrestricted access
to all mailboxes. To enhance security, Exchange Server 2000 did not include this
Service Account. As a result, if you need unrestricted access to all mailboxes in
Exchange 2000 Server, your account is a member of Domain Admins, and your
other security settings do not give you this access, use the following procedure:

Note: If your account is not a member of Domain Admins, see the Microsoft web
site for Microsoft Knowledge Base Article 262054, XADM: How to Get Service
Account Access to All Mailboxes in Exchange 2000.

To grant additional rights in Exchange 2000 Server

1. Go to Start, All Programs, Microsoft Exchange, System Manager, and select


System Manager.

2. When the Exchange System Manager dialog opens, in the left pane, expand
Administrative Groups until you find the mailbox store or public folder store
for which you want to have full mailbox access.

3. Right-click mailbox store or public store and select Properties. When the
properties dialog opens, click the Security tab.

Note: If you do not see the Security tab, see the Microsoft web site for
Microsoft Knowledge Base Article 259221, XADM: Security Tab Not Available
on All Objects in System Manager.

Appendix B: Setting Up a Backup Agent Service Account 159


Additional Configuration Considerations

4. In the Name column, select the name of your backup agent service account.
Next, in the Permissions box, place a check mark in the Allow box next to the
Receive As and Send As permissions, and then click OK.

Note: When you place a check mark in the Allow box, it overrides the Deny
box, but only at the level where you are granting permission. For example, if
you are granting permission for a mailbox store, the permission applies only
to the mailbox store and not to its parent or children objects.

5. Repeat Steps 2 to 4 for each database object where you want to have full
mailbox access.

160 Agent for Microsoft Exchange Server Guide


Appendix C: Registering Cluster
Resources
This section contains the following topics:

Register the Cluster Resources Manually (see page 161)

Register the Cluster Resources Manually


When you install the agent on local nodes, the installation procedure registers
and creates the cluster resources for you automatically. This section describes
how to register and create the cluster resources manually.

To register the cluster resources manually

1. Ensure that the agent is installed on all nodes on which Exchange Virtual
Server could potentially run and the agent installation directory is the same
on all nodes.

2. If the resource type is not already registered, run the following command:

Cluster.exe restype "CA ARCserve Backup Exchange Agent Notifier" /create /dll: CaExCluRes.dll /type:"CA
ARCserve Backup Exchange Agent Notifier"

Note: If your resource type is already registered, CA ARCserve Backup


Exchange Agent Notifier displays under the Cluster Configuration\Resource
Types branch in the Cluster Administrator.

3. Run the following command to register the extension dll:

Cluster.exe/REGEXT:”C:\WINDOWS\cluster\CAExCluResEx.dll”

4. Use the Cluster Administrator to create the CA ARCserve Backup Exchange


Agent Notifier cluster resource instance in the Exchange Virtual Server
group. As a best practice, append the Exchange Server name to the cluster
resource instance name. For example, CA ARCserve Backup Exchange Agent
Notifier – (VS1) is the cluster resource instance name and VS1 is the
Exchange Server name. When the New Resource dialog opens, enter the
name and description of the resource instance, select CA ARCserve
Backup Exchange Agent Notifier in the Resource type field, select the
name of your Exchange Server virtual group in the Group field.
Click Next.
The Possible Owners dialog opens. The nodes in the cluster on which the
resource can be brought online display in the Possible owners box.

Appendix C: Registering Cluster Resources 161


Register the Cluster Resources Manually

5. Click Next.

The Dependencies dialog opens.

6. When the Dependencies dialog opens, click Finish to end the resource
creation process, and then click OK.

7. Open the Cluster Administrator and confirm that the CA ARCserve Backup
Exchange Agent Notifier resource is displayed.

The following diagram illustrates that the CA ARCserve Backup Exchange


Agent Notifier resource is displayed:

8. Right-click the CA ARCserve Backup Exchange Agent Notifier resource to


verify the General, Dependencies, and Advanced options.

The following diagram illustrates how the options should appear on the CA
ARCserve Backup Exchange Agent Notifier, General tab:

162 Agent for Microsoft Exchange Server Guide


Register the Cluster Resources Manually

The following diagram illustrates how the options should appear on the CA
ARCserve Backup Exchange Agent Notifier, Dependencies tab:

The following diagram illustrates how the options should appear on the CA
ARCserve Backup Exchange Agent Notifier, Advanced tab:

Note: On the Advanced tab, make sure the Affect the group check box is
not selected. This ensures that the state of the resource does not affect the
Exchange Server virtual group.

9. Repeat Steps 2 to 6 on each node that has an Exchange Server virtual group
where you need to create the resource.

More information:

Configure the Agent to Run on a Cluster (see page 31)

Appendix C: Registering Cluster Resources 163


Appendix D: Using the Server
Configuration Worksheet - Exchange
Server 2000 and 2003 Systems
To limit the amount of time you spend troubleshooting restore issues when you
are recovering from a disaster on an Exchange 2000 and 2003 Server system,
consult the Exchange System Manager to gather information and complete the
following worksheet for each Exchange server in your Exchange organization.

This section contains the following topics:

Worksheet (see page 166)

Appendix D: Using the Server Configuration Worksheet - Exchange Server 2000 and 2003 Systems 165
Worksheet

Worksheet
When restoring an Exchange 2000 and 2003 Server system to an alternative
location, information in all fields in this worksheet except the Server Name field
must be the same on the server you are restoring to.

Note: The information you enter into the worksheet is case sensitive.

Server Name

Exchange Server Version, Service


Pack, and Patches:

Exchange Organization Name:

Administrative Group Name:

Storage Group Name: Database Store Names:

Storage Group Name: Database Store Names:

Storage Group Name: Database Store Names:

Storage Group Name: Database Store Names:

LegacyExchangeDN Value:

Note: See the Microsoft web site for information on how to determine the
LegacyExchangeDN value.

166 Agent for Microsoft Exchange Server Guide


Index
A performance tuning document level backups
• 122
activity log strategies for restoring data • 123
messages • 96 technical resources • 117
troubleshooting • 127 test strategies • 124
adding remote servers • 38 uisng the Windows Event Viewer • 117
agent option • 52, 80, 94, 99 using online backups • 120
allow database to be overwritten by restore Brick Level • 26
(option) • 61 create an account • 26
apend to restored mailbox • 22 show brick level option • 22
automatically dismount database before restore browsing filters • 88
(option) • 61
C
B
circular logging • 119
back up additional user properties • 22, 99 cluster configuration • 30, 157
backing up data cluster resource type • 30
limitations • 16 commit after restore (option) • 61
multiple streaming • 94 Complete Messaging Single Instance Storage •
perform a document level backup • 94 84, 88
backup agent service account configuring
adding groups on a domain controller • 149 Database Level backup and restore • 20
brick level backup and restore • 111 conflict resolution options for document level
creating domain user • 142 restores • 99
creating domain users with a mailbox contacting technical support
(Exchange 2007 Server) • 145 information required - Exchange 2000/2003
creating mailboxes (Exchange 2000/2003 Server • 137
Server) • 143 information required - Exchange 2007 Server
delegating roles (Exchange 2000/2003 • 137
Server) • 150 copy backup (option) • 52, 75
delegating roles (Exchange 2007 Server) • create mailbox if not existing (option) • 99
150 create user if not exisiting (option) • 22, 99
document level backup and restore • 87
manual configuration • 139 D
backup and restore types to use with Agent • 13
Database Level
Backup Manager
backup • 41
browsing (Exchange 2000/2003 Server) • 43
backup and restore types to use with Agent •
browsing (Exchange 2007 Server) • 44
13
backup method
restore • 41
Database Level (Exchange Server 2000 and
database level backup (Exchange 2000/2003
2003) • 52
Server)
best practices
agent service account requirements • 46
database level backup strategies • 120
Exchange server organization • 35
document level backup strategies • 122
global backup options • 52
ensuring media integrity • 120
methods • 52
Exchange Server configuration • 119
strategies (best practices) • 120
installation • 118

Index 167
database level backup (Exchange 2007 Server) supported restore destinations (Exchange
about • 13 Server 5.5) • 107
configuration • 20
Exchange server organization • 11 E
methods • 14 error messages - Exchange Server errors • 131
strategies (best practices) • 120 Exchange Agent Notifier • 30, 157
database level restore (Exchange 2000/2003 exchange organization • 34
Server) Exchange Server configuration, best practices •
options • 61 119
perform a restore • 80
prerequisites • 59 F
restore options selection • 73
filtering • 89, 92
restore sets • 59
full backup (option) • 52
database level restore (Exchange 2007 Server)
select restore destinations • 76 I
select restore source objects • 75
setting the system path • 78 incremental backup (option) • 52
debugging data • 137 Information Store • 41
differential backup • 52 backup files • 43
Directory database in Exchange server • 35
database in exchange server • 35 private • 35
for database level backup • 43 public • 35
disable purge option • 22 installation
dismounting for restore • 59 best practices • 118
document level backup cluster installation • 30
about • 83 post installation - Exchange 2000/2003
activity log messages • 96 Server • 20
agent service account requirements • 87 post installation - Exchange 2007 Server • 22
Backup Manager views • 85 prerequisites • 18
features • 84 system requirements • 18
multiplexing • 93 J
multistreaming • 94
perform a backup • 94 job continuation level • 22
performance tuning • 122
specify filters • 92
K
strategies (best practices) • 122 Key Management Service • 41, 44
document level restore KMS See Key Management Service • 41, 44
extending a destination path manually • 108
perform a restore • 109 L
prerequisites • 98 log detail level • 20, 22
restore destination considerations • 104 log location • 22
restore locations • 102
restore options • 99 M
restore source considerations • 103
maximum backup size • 22
source views • 105, 106
maximum restore size • 22
strategies (best practices) • 123
Messaging Application Programming Interface •
supported restore destinations (Exchange
13
2000/2003/2007 Server) • 106
Microsoft Key Management Service • 52
mount database after restore (option) • 61

168 Agent for Microsoft Exchange Server Guide


multiple streaming • 93, 94 U
multi-threading • 84
use globally scheduled backup method (option)
N • 52
using the Windows Event Viewer • 117
number of threads • 122

O
online backups • 120

R
restore options
Brick Level • 113
database level restore • 61
document level restore • 99
restore sets • 59, 97, 112
restoring data
limitations • 16
perform a database level restore (Exchange
2000/2003 Server) • 80
perform a document level restore • 109
restoring data to a Windows file system • 78
retry counter • 20, 22
retry delay • 22
run recovery after restore (option) • 78

S
Single Instance Storage • 13
Site Replication Service • 41, 44
skip log setting • 22, 96
system requirements • 18

T
technical resources • 117
technical support, contacting
information required - Exchange 2000/2003
Server • 137
information required - Exchange 2007 Server
• 137
temp location • 22
temporatry location for log and patch files
(option) • 61
thread priority • 22, 122
troubleshooting
activity logs • 127
error messages • 131

Index 169

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